Retirement Houston Texas
We encourage you to contact us via phone, email, or the form below. If you have any questions or comments, please feel free to get in touch. We're always happy to hear from you!
I am an independent agent who specialize in 403b Tax Shelter Annuities representing a broad range of large and small businesses, school districts, churches, and institutions.
I have worked as an independent agent for more than a decade and consistently work with well established businesses over 100 years old.
On the annuity side, some of the companies I represent include Midland National, Life of Southwest, National Life Group, and Allianz Life Insurance company.
Give me a call about your specific investments needs and I will tailor a solution that helps fit your goals.
I help people save money for retirement and especially those who work for non-profit organizations like schools, churches, museums, and Pastors.
I also help self-employed and other individuals save money with an IRA and Roth IRA tax shelter annuity.
I can show you how to save money for retirement by making pretax contributions to a 403b tax shelter annuity plan as an independent agent with various companies as an independent agent such as National Life Group and Midland National just to name a few.
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This information is not intended as tax advice. Please consult with your Accountant prior to making any decisions.