I chose to prioritize working with women for a very simple reason. I am the man that I am today, specifically because of the women Read more...
COMPLIANCE DISCLAIMER
Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a Read more...
SPECIALTIES.
Financial Planning
Financial
Personal Tax Planning
Retirement planning
Social Security Specialist
Wealth Protection
LOCATION
201 W Virginia St, #102 McKinney Texas 75069 United States
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Disability insurance, Employee 401K Programs, Estate Plans, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
6 of my top 10 clients are women. They range from life experiences being widowed, single business owner, retired professor, and retired successful business person Read more...
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Third party posts found on this profile do not reflect the views Read more...
SPECIALTIES.
Divorce Financials
Executive Compensation Packages
Family Legacy Planning
Financial Planning
IRA
Legacy Planning
Personal Tax Planning
Retirement planning
Wealth Protection
Wealth Preservation
LOCATION
Dripping Springs Dripping Springs Texas 78620 United States