"Earn your success based on service to others, not at the expense of others."
H. Jackson Brown jr.
FINANCIAL SERVICES
Financial
Planning
Financial planning varies widely between clients dependent upon specific needs, and encompasses a multitude of options such as annuities, market investments and tax planning. Understanding your goals and fully discussing strategies is key to tailoring successful solutions.
Investment Strategies
From guaranteed growth in a fixed rate annuity, to a risk managed market portfolio, your options are vast. As a Series 65 fiduciary advisor it is my responsibility to ensure your best interests are prioritized.
Life
Insurance
Life insurance can be complex, expensive and is often misunderstood. The optimal plan is found by balancing long term needs against budget constraints. Additionally certain investment strategies can be leveraged to create tax free income from your policy.
401k / IRA
Rollovers
Tax deferred retirement accounts include 401k, IRA, TSP, 403b, 457s and more. There are a multitude of benefits to rolling over these funds at retirement.
Annuity Specialist
I work with all annuities but specialize in annuities designed to provide guaranteed income post retirement. Annuities such as Fixed Index can be a valuable asset in your retirement portfolio.
Retirement Income Planning
From simple to complex there are options to help maximize your retirement income payout. Working with a range of national companies all options are explored to fully optimize payouts.
MEDICARE
CONFUSED BY MEDICARE?
There is so much mis-information about Medicare. From overwhelmingly confusing junk mail to misleading celebrities on TV commercials to incorrect hearsay. Ever been confused what they mean when they say ‘additional benefits’?
I have 20 years of experience working through all of this information. I have created a simple and customized enrollment process tailored to match your specific needs to the correct plan. I work with all the major insurance providers such as:
Medicare is complicated made simple
Why use a Medicare Agent?
Avoid mis-information
Get the right plan
It is free – I am paid by the insurance companies
No hidden charges and no fees for my services
My commission from the insurer is the same no matter the plan you choose. I consider your needs first and foremost; saving you money is the priority.
Charges for Medicare Services
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Initial Consulation FREE
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PART A & B Enrollment FREE
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Medicare Advantage Enrolment FREE
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Medicare Supplement FREE
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Annual Review FREE
MEDICARE OPTIONS
Enrollment
Confused by navigating Social’s Security’s website? Don’t want to to wait two months for an appointment at their office? I can sign you up for enrolment in Part A & B completely free of charge, avoiding the stress of doing it alone.
Choosing a plan
I provide free enrollment into both the Medicare system and later into your chosen policy. All options are available including Medicare advantage, Medicare supplement and prescription drug plans.
Medicare Supplement
Medicare supplements are a good fit for those clients who do not want to the inconvenience of waiting for referrals to see specialists, or the limitations of the doctor and hospital network groups.
Medicare Avantage
The most commonly chosen option in Texas, due to all of the additional benefits you will receive. Often available at no premium (zero out of pocket costs).
Call for a free, no obligation consultation
361 – 371 – 9684
Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. All investments involve risk. Past results do not guarantee future performance. There is no guarantee that any investment will return a particular performance result or a better performance result over another investment option.
Advisory services are offered through Texas Elite Advisory, LLC, which is a Texas-based state Registered Investment Advisor. Registration does not imply a certain level of skill or training. Information about Texas Elite Advisory, LLC is available at www.adviserinfo.sec.gov.