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.
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Mutual Funds Pyramid
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Investment Pyramid
A Mutual Fund
is a company that combines the investment funds of many people with similar investment goals and invests the funds for the...
Read More of this ArticleA Living Will
You may recall that during the final weeks of his life, former President Richard Nixon refused "heroic measures" and received only palliative (comfort-easing) care at his home. Similarly, former First...
Read More of this ArticleInvestment Alternatives For Funding College
College should be considered a lifetime investment rather than just a four-year expense. It requires financial planning and personal sacrifices. The earlier you start saving and investing, the less mo...
Read More of this ArticlePrivate Mortgage Insurance
If you purchased your home paying less than 20% down, chances are you had to purchase “mortgage insurance” in order to qualify for your loan. A mortgage insurance policy protects the bank in the event...
Read More of this ArticleMedicare Part A
Part A is Hospital Insurance and covers cost associated with confinement in a hospital or skilled nursing facility. (see Medicare Part A)
...
Read More of this ArticleUse Of Living Trusts
A revocable living trust provides financial protection in the event you are no longer able to manage your financial affairs yourself. You can be trustee while you are healthy, but if you have a stroke...
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.