Overview

Full service financial planning, financial management, estate planning, cash flow management, and client business consulting. Average tenure of clients 20 plus years. 90% of AUM is managed fee only -- Life insurance only used for survivor planning when needed and for estate planning when indicated -- insurance to clients only, and only as need indicated by financial plan. Two principals in firm, myself (age 82) and my son-in-law (age 49). Office out of home office. Registered Investment Adviser -- Registered as Wealth Management and Preservation, Inc. -- state of Texas -- also known as Fowler Financial Management - Desire to purchase fee business in an aggregate amount of up to 75 m -- in business over 35 years

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within 6 months

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