What products do you offer to help
people achieve those results?
people achieve those results?
We are independent. Products range depending upon the needs and desires of the clients. The products with regards to fixed income planning vary widely. But, a few examples are Fixed Annuities, Structured Notes, CDs, Indexed Annuities, Whole Life Insurance, and Indexed Life Insurance.
We work for our clients, not a particular company. So it really does not matter to me whether it is product A or C or company D or G. It is about helping clients realize their retirement objectives in an efficient way. Again, it’s about providing a viable solution.
You are an independent firm,
but what does that mean?
but what does that mean?
When should someone call you?
When someone wants to retire in 10 years or sooner, that’s a great time to give me a call. Also, if they have questions about anything retirement, I’m happy to answer those questions even if we can’t do anything for them now.
Yes, we have had several offices in the Round Rock area. We have been in our current location for about 8 years and don’t plan on moving.
Did you start your financial
practice in Round Rock?
practice in Round Rock?
Why did you decide to start a
personal financial practice?
personal financial practice?
You will be able to tell from my accent that I’m from up North. I was born and grew up in Reeseville, WI. Reeseville is just inside an hour Northeast from Madison. My wife Ann and only son (at that time), moved to Texas in 1980, after a short stop in Illinois. We moved to Texas to start a new branch of a life and health insurance company. I was in management, and there was a lot of traveling involved and I was tired of it. I wanted to spend less time on the road, more time with family, and help people in the local community. That’s when I decided it was time to get out of management and start a personal financial practice.
Ann and I now have two sons and a daughter and 5 grandchildren…all boys! They can get kinda rowdy since they are all within about 5 years. Life is full and we feel very blessed.
Ann and I now have two sons and a daughter and 5 grandchildren…all boys! They can get kinda rowdy since they are all within about 5 years. Life is full and we feel very blessed.