Overview

Full service financial planning, financial management, estate planning, cash flow management, and client business consulting. Average tenure of clients 20 plus years. Equity indexed annuities used only as a "safe money" allocation to a client portfolio with commission amortized over 7 years and then annuity is included in fee assets. Life insurance only used for survivor planning when needed and for estate planning when indicated -- only insurance to clients only, and only as need indicated by financial plan. Two principals in firm, myself (age 78) and my son-in-law (age 46). 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 100 m

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 4 months

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