$475,000 AUM | $6,000 GDC in Plano, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Plano, TX, US
Fee 0% Commission 100%
Gross Revenue
$6,000
# of Accounts
50
Avg Client Age
30
Overview

My Own Money provides wealth management services for retirement planning, college savings accounts, estate planning, as well as offering insurance coverages for life, long-term care, disability, estate planning and health. We pay special attention to not only growing the assets of our clients, but with a close eye on minimizing tax liabilities

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