college planning

College Planning, Child Behavioral Programs, Drug and Alcohol Counseling, Learning Programs

Financial planner in Grand Prairie, TX.

I am a Certified Estate Planner, Department of Education recognized College Planning Counselor and Insurance Advocate. I have assisted clients and attorneys with Estate Planning since 1994. I have worked in the insurance industry since 1990 and have been used as an expert by litigation attorneys. I work with a team of professionals allowing me to make the finest products and services available to my clients. I have 25 years of experience helping clients succeed with proper estate planning, college funding and insurance options. Advocating for clients with insurance disputes and settling insurance claims, too small for attorney interest, is an added skill my clients appreciate.

Financial Services, Financial Planning, Financial Advisor, Life Insurance

Investments, Financial Planning, Financial Advisors, Retirement Planning