We are recognized as one of the Rio Grande Valley’s leading experts in the field of business protection planning & consulting, having dedicated over 10 years to helping small business owners, addressing four major areas of their concern:
•Buy/Sell Agreements & Funding
•Estate and Succession Planning
•Key-Employee Protection & Executive Bonus Arrangements
•Business Consulting & Planning
Global Atlantic Financial Group
Equitable Life Insurance Company
WPG Talk Radio 95.5
Hari Luker
Rick Dwyer
Erwin Bobis
Get Comfortable With Money
Living Richer Wealth Management
IDF Platforms
Jonathan Peyton
Dr. Rita R. Gibson
MKG Insurance Agency
Brown Wealth Plan
Dawn Mabery Chestnut
Jason Pereira
Equitable Life Insurance Company
Evolution Advisers
Ally-Jane Grossan: Personal Finance, Money, and Investing
Michael Dutra
Sachetta Callahan
Manulife, Peter Ward, Solutions
HLB Mann Judd
Customplan Financial Advisors Inc.
John Moriarty
Lesley Batson
Michael Reynolds
John McDonough
Glenn and Christina Sigler
Richard Oring
John Hancock Insurance
The Financial Consulate, Inc.
ProExamTutors
Schexnayder Wealth Advisors
The Sphere Network, LLC
Kamal K Sharma
Saurabh Mittal
themainstreetmoneyshow
Lenox Advisors
Frank Congilose
Jay Dee Schurz
The Sphere Network, LLC
Dr. Tom McFie
Kenny Pugh
Jorge Armando Almazan
Ascent Financial
KIRO Radio 97.3 FM
Margaret
Sunny Mitra
Findex
Penn Mutual
Simmons & Schiavo, LLP – Attorneys At Law
Pacific Life Insurance Company
greenupwealth
Greg DuPont
The Gottlieb Organization
Bryan Orr
Living Wealth
cedrive
Karl Frank, Nathan Merrill, Jeff Krommendyk, Mike Miller
Savings Academy
NFP
Because Money Podcast
Cathy Curtis, CFP
Joshua Sheats
JT Financial Group
Mehul Gandhi
Mark Anderson
Justin Goodbread
Oh My Dollar!
AfricanCurrentsee.com
Mark B. Kostrzewski
Schechter
Tom Henske
Reuben Bergola
Which? - The Voice of UK Consumers
Peak Trust Company
Paul G. McManus
Life Success & Legacy
Michael Macco & Patrick Stoa
Stowers Mortgage Team @ loanDepot
CU Village.com Web Development
Jim Munchbach
Newton One, LLC
Cairn University
Charlotte at Save Live Thrive™
Wealth Avenue™
simpledime
Security Mutual Life Advanced Markets Team
Wyoming Military Department
Lee Pinover
Monica Kincaid
Mint - HT Smartcast
Finity Group
Sandip kumar Sarkar
John Parise and Michael Parise
Sue Burnett
themoneyup.com
Chris Jackson
Pocket of Money Podcast