RETIREMENT INCOME SOLUTIONS
RETIREMENT INCOME SOLUTIONS
5960 Parker Rd
Plano, TX 75093
5960 Parker Rd
Plano, TX 75093
Phone Number: (972) 740-7016
Have you maximized your income for retirement?
Are retirement worries keeping you up at night? Will you have enough income when you retire? These are questions facing everyone as they get older. We specialize in helping you get the income you will need for retirement. It's never too early and it's never to late to learn what you can do to feel more secure in retirement. Take charge of your retirement. Call for a free consultation.
Keywords: wealth management, fixed index annuities, life insurance, long term care, guaranteed income, college funding, insured and regulated.
Are retirement worries keeping you up at night? Will you have enough income when you retire? These are questions facing everyone as they get older. We specialize in helping you get the income you will need for retirement. It's never too early and it's never to late to learn what you can do to feel more secure in retirement. Take charge of your retirement. Call for a free consultation.
Keywords: wealth management, fixed index annuities, life insurance, long term care, guaranteed income, college funding, insured and regulated.
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Interview Q&A
How long have you been in business?
11 years
What is your primary product or service?
Retirement planning using fixed products that give clients more stability for retirement without downside risk to their principal.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I have been a consultant for businesses for several years. . I have always been interested in bringing the best services to my clients. It is rewarding to know that I can make a difference.
How do you differentiate yourself from other businesses in your category and area?
I differentiate myself in that my primary concern is always for my client. I will not encourage any business with someone if I don't feel it is in his best interest to do so. Integrity, is very important to me.
How many locations do you have and do you have plans to expand?
I work from several locations.
What type of payments do you accept?
Most retirement products are handled by transfers from one institution to another and by personal check. We do not handle any cash transactions for annuities or life insurance. For health insurance, our carriers accept bank drafting and credit card processing.
Which areas do you service?
I service all areas in the DFW area and will travel outside of this area on a needs basis. I can provide insurance solutions in the state of Texas.
Who owns your company or runs daily operations?
I personally own my company and run daily operations.
What are your hours of operation?
I am available by appointment. I am also available for anyone who needs to call after hours.
What is the best compliment anyone can give you?
That I have helped to make their life better.
What is your favorite quote or Bible verse?
John 3:16
11 years
What is your primary product or service?
Retirement planning using fixed products that give clients more stability for retirement without downside risk to their principal.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I have been a consultant for businesses for several years. . I have always been interested in bringing the best services to my clients. It is rewarding to know that I can make a difference.
How do you differentiate yourself from other businesses in your category and area?
I differentiate myself in that my primary concern is always for my client. I will not encourage any business with someone if I don't feel it is in his best interest to do so. Integrity, is very important to me.
How many locations do you have and do you have plans to expand?
I work from several locations.
What type of payments do you accept?
Most retirement products are handled by transfers from one institution to another and by personal check. We do not handle any cash transactions for annuities or life insurance. For health insurance, our carriers accept bank drafting and credit card processing.
Which areas do you service?
I service all areas in the DFW area and will travel outside of this area on a needs basis. I can provide insurance solutions in the state of Texas.
Who owns your company or runs daily operations?
I personally own my company and run daily operations.
What are your hours of operation?
I am available by appointment. I am also available for anyone who needs to call after hours.
What is the best compliment anyone can give you?
That I have helped to make their life better.
What is your favorite quote or Bible verse?
John 3:16
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