I really appreciate you stopping by and I applaud you for taking the time to look at your future. You are one of a minority of retirees taking the time to get some facts and plan ahead. I planned ahead and have a rewarding retirement, hopefully, you will also.
I know you’re busy so let’s get right to it. I’m a 70-year-old x-retiree. I teach Retirement Readiness Classes monthly and have an independent advisory practice. My classes are educational only - nothing is pitched or offered. They're fun and I enjoy doing them. In my practice, I help seniors make smarter retirement planning decisions so they might be able to retire sooner, better, happier. I provide smart, understandable portfolio management for folks with substantial investments in the stock market. Whether your local, in Texas or anywhere in the US, I meet with clients and prospects online every day.
I was born and raised in Houston but did not want to raise my boys there. In 1985 we moved to a rural setting here, east of town in Bryan, TX. I semi-retired early at 40 after selling a very successful property & casualty specialty insurance agency. I got to spend a lot of quality time on our property having fun with my family. These days I do a lot of vegetable gardening, pasture maintenance
I began in the insurance industry with Prudential in 1971. I have held an insurance license in Texas for over 45 years. I started computer programming back in 1980 with my first P&C insurance agency. My computer programs allowed us to grow to be one of the largest specialty agencies in 5 states. I have four decades of financial services, insurance
I have invested in many different ways in the market for 30+ years. I have lost money and made money and been through booms and busts. I especially understand and teach, how the investing guidelines you used during the money “accumulation” phase of your life
If you have hung on this far, I hope to see or talk to you sometime. If you already have an advisor and sizeable investment accounts, then let’s have a 2nd opinion session. We can talk about all the necessary money things. Then we will discuss the important quality of life things that really matter. I believe you will enjoy it and you will learn something.
I have passed the Series 65 examination, I am an investment advisor representative with Brookstone Capital Management, a fiduciary, by law, and I must act in the best interest of my clients, putting my clients' interests ahead of my own at all times*. (*Investment Advisers Act of 1940, Sec. 211 (g) (1))
You can't come to my office and see what's hanging on my walls - as all folks like to do.
So, CLICK HERE to see my Office Walls.