Specialties
About Me
Clients hire us to become their Financial CEO and coordinate all their subject matter experts that touch their lives, (Tax, Legal, Insurance, Financial Planning and Wealth management), so that all advice given to the client is in alignment with their overarching strategy.
Of the 100+ deliverables, Leadership is the most important element of our client value promise. The end result is that the client will get their entire financial house in perfect order and keep it that way forever.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CLU, ChFC, LUTCF
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Financial Planning HQ, LLC is a Registered Investment Adviser (“RIA”) with the state of Texas. Financial Planning HQ, LLC only offers its advisory services in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an RIA does not imply a certain level of skill or training. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.