$25MM AUM | $260,000 GDC in
Round Rock, TX
I provide comprehensive retirement planning services to those in and near to retirement, including asset management using tactical analysis, fixed index annuities, life and long-term care insurance. Ideally, I would like to: 1) make a reciprocal succession plan agreement, 2) buy a small practice; 3) merge with another practice. A technical analysis practitioner is a core quality.