12/18/2025
Retirement Education
Financial Advisor
12/18/2025
12/16/2025
Every dollar you put into a retirement plan, reduces your taxes, dollar for dollar!!! SEP-IRA, Indexed IRA, Solo 401K. To reduce your taxes, increase your finanial iq???
For End of Year Strategy-Call for appointment 832 471 0155
12/14/2025
Never outlive your retirement with a split annuity, call for appointment 832 471 0155
12/14/2025
E mail [email protected] for presentation or quote.
12/12/2025
Ideal client
Wanting to preserve previous gains in market
New to investing in market
Wants market returns without being in market
Call about your situation, and see if you are a good fit
832 471 0155 30 year Financial Services veteran.
12/08/2025
Is a New $25,000 Health Care Tax Deduction Coming in 2026? A proposal from GOP Sen. Josh Hawley is adding to the chatter about health care affordability.
Understanding Lifetime Annuity.
Call 832 471 0155 for questions
Life Annuity - Understanding the Basics "The lower withdrawal rate from investments that corresponds to using an annuity with level payments can help assets to grow and to better manage risks related to market volatility.."
12/06/2025
Making 401K easier to transfer to retirement annuites, while still working!
For your personal projection call 832 471 0155
Major changes to US pensions being considered by Congress A new plan seeks to improve access to pension-linked emergency savings accounts for millions of Americans.
12/06/2025
We represent top rollover companies-Transamerica, Mutual of Omaha, Allstate. Call for illustration of your principal. 832 471 0155
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