Mr. Kliphord O. Darkwa (RFC®), MBA, RFP
(214) 336-2423
2218 Commerce Dr
Arlington, TX
Company
KOD Financial LLC
Qualifications
Education: University of Denver, MTax
Years of Experience: 9
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Mutual Funds, Annuities, Life Insurance, Charitable Planning, Education Plan, Compensation Plans
Data Provided By:
Vincent R. Townsend (RFC®), RFP
(512) 343-7947
9500 Arboretum Blvd #170
Austin, TX
Company
Personal Economics Group
Qualifications
Years of Experience: 26
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Executive Compensation Planning, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans
Data Provided By:
John E. Lee (RFC®), CFP
(214) 808-7063
10907 Gable Drive
Dallas, TX
Company
John Lee Agency
Qualifications
Education: CFPRFC
Years of Experience: 35
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, Collectable Coins , Precious Metals, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance,
Data Provided By:
Mr. Jack Shea (RFC®), MBA
(972) 596-6730
6407 Villa Road
Dallas, TX
Company
Shea WealthCare
Qualifications
Education: Bachelor of Science, Business and Economics, University of Dayton, OhioMasters in Business Administration, Management, Xavier University, Ohio
Years of Experience: 26
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Education Plan, Asset Protection, Compensation Plans
Data Provided By:
Mr. Richard C. Kuriger (RFC®), CFP, CHFC, CLU, LUTCF, MSFS, RFP
(713) 860-8860
1455 West Loop South, 9th Floor
Houston, TX
Company
RCK, Inc.
Qualifications
Years of Experience: 47
Membership
IARFC, MDRT, AICPA, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Employee Benefits, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, Asset Protection, BuySell
Data Provided By: