Mr. Juan Dominguez (RFC®), CEP
(956) 682-8541
301 W. Nolana St.
McAllen, TX
Company
Money Concepts Financial Planning Center
Qualifications
Years of Experience: 28
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Tax Planning, Employee Benefits, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Charitable Foundations, Asset Protection, BuySell, Compensation Plans
Data Provided By:
Daniel Goodwin
25511 Budde Rd
The Woodlands, TX
Company
Company: Goodwin Financial Group
Type
Investment Advisor Rep: Yes
Education
SHSU BS
Years Experience
Years Experience: 18
Service
Captive Insurance,High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,Fee Only Portfolio Management,Wealth Engineering,Pension for Highly Compensated Owne
Data Provided By:
Mr. Masroor Ahmad Adnan (RFC®), CFP
(512) 744-4811
10415 Morado Circle
Austin, TX
Company
Amerprise Financial
Qualifications
Years of Experience: 11
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans
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:
W. Todd Hickman (RFC®), CSA
(409) 832-9922
1391 Calder Avenue
Beaumont, TX
Company
Asset Growth Associates Tax and Retirement Advisors
Qualifications
Education: BBA
Years of Experience: 24
Membership
IARFC, SCSA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Healthcare Accounts, BuySell, Compensation Plans
Data Provided By: