Overview

Small, Independent, one man, IAR in central Texas. Started in 2013 and I am 68 now. I came out of retirement to start this advisory practice. I created software called "Retirement Test Drive" to do comprehensive retirement planning with retirees. Very interested in succession planning via haveing a younger advisor join me to ultimately take over the practice.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...