Financial Services - Houston, TX, US
I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.I am licensed and registered to conduct business in TX. Areas of Focus:Investment Advice Income Tax Planning Strategies Retirement Planning Strategies Domestic Partner Planning Protection and Insurance Estate Planning Strategies Charitable Giving Family Planning/Family Changes Saving for Education Asset AllocationEmployee Stock Options General Financial Planning
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