Our Founder
- MEMBER: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
- MEMBER: SOCIETY OF FINANCIAL SERVICE PROFESSIONALS
- MEMBER: BETTER BUSINESS BUREAU, FORT WORTH, TEX.
WE PLAN ACCUMULATION, DISTRIBUTION, AND LEGACY. RERIREMENT PLANNING IS WHAT WE DO. LIFE INSURANCE PLANNING IS PARAMOUNT TO THIS PROCESS.
Latest News
Implementing A Cafeteria Plan
Internal Revenue Code 125 allows an employer to implement an employee benefit plan which allows employees to se1ect the benefit programs they prefer.
The plan offers two or more options and the emplo...
Read More of this ArticleMedicare Part D
Medicare started offering insurance coverage for prescription drugs through Medicare prescriptions drug plans and other health plan options. Medicare's prescription drug coverage will typically pay ov...
Read More of this ArticleManaging Your Assets
When you start organizing your portfolio you will want to consider how you will be spending your money after you retire. Some money will be deposited directly into your checking account; such as Socia...
Read More of this ArticleTraditional and Roth IRAs - Which Is Right For You?
There is a wide variety of tax-advantaged ways for individuals to save for retirement. Because of their income tax benefits and because IRAs are so easily established, they have become one of the most...
Read More of this ArticleThe Increasing Cost Of Education
A college education is an investment that pays off. According to The College Board's annual report, Trends in College Pricing, median annual income for bachelor's degree recipients is 80 percent highe...
Read More of this ArticleMedicare Part B
Part B is Medical Insurance and covers physicians services, outpatient care, test, and supplies. (see Medicare Part B)
...
Read More of this ArticleSmarter Decisions
Our clients’ financial security & quality of life deserve the dedication, expert advice & personal attention.
Lifelong Protection
Affordable Term insurance and permanent coverage we have options to fit your needs.
Specialized Advisers
Who offer personalized solutions of high quality products and retirement planning services.