Liz Metzger Eagle Strategies
At Liz Metzger Eagle Strategies, we strive to make a positive impact in our clients' lives. Our team works with independent professionals and business owners to help them reach their financial objectives. We take pride in developing long-term relationships and always conducting each client interaction with honesty, integrity, and the client's best interest in mind.
Liz Metzger Eagle Strategies provides quality financial strategies, primarily focusing on wealth planning for professionals, physicians, and business owners. We offer a variety of products to meet a range of insurance and financial needs, such as college funding, retirement, managing costs for extended care, and lifetime income strategies. Our experienced team is ready to assist you in analyzing your requirements and recommending the best solutions for you.
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Edward Jones - Jack Webb CRPC®
I have a strong background in working and saving. My family moved to the Dallas/Fort Worth area when I was young, and I started working as soon as I could. At sixteen, I began sweeping floors at a local discount store. After that, I joined the Army as a T.O.W. missile gunner. During college, I worked as a breakfast cook for a sorority. Once I graduated, I became an executive for a large communications company, and now I am a client of Edward Jones - Jack Webb CRPC®.Additionally, I have been involved in my community through various organizations. I have led a local scouting group, served on the board of my H.O.A., been part of the Chamber of Commerce's corporate leadership council, and currently serve on the board of Leadership Arlington. I also have acted as a regional field trainer leader for Edward Jones, assisting new financial advisors. As your advisor, I emphasize the importance of understanding your goals before investing money. I am committed to working with you and other professionals, such as a CPA and attorney, to determine the best financial strategy for you and your family.To provide you with additional support, I want to introduce you to our senior branch office administrator, Tracy Plackemeier.
Freedom Financial and Life
Hi, I am Mitch. I am a financial professional and I am here to help you grow your money protected from the market rollercoaster and create a sound financial strategy for all stages of your life as well as for your children, and children children's future. Prior to my career in finance I was a successful aerospace engineer, and was leading the business development and engineering strategies of some of the most reputable aerospace and defense companies in the US and Japan. Even with a Masters in Aerospace and one in Business, I still have never had the formal education in successful personal financial planning and fell prey to some market downturns. I started researching the financial strategies of the wealthy and soon learned that there were strategies available to everyone that I could massively benefit from, live with peace of mind, retire comfortably and be able to build an inheritance for my family. I became so passionate about these strategies that I went ahead and completed the Financial Training required, and became a licensed financial professional so that I may help you and many others avoid the mistakes I've made 20 years ago, and help you plan your finances wisely. I am the President of Freedom Financial and Life, and I am looking forward to meeting you and showing you how to best diversify your finances while taking advantage of some strategies that will allow you to sleep better at night.
Freedom Financial and Life
Hi, I am Mitch. I am a financial professional and I am here to help you grow and protect your money from the market rollercoaster and create a sound financial strategy for all stages of your life as well as for your children, and children children's future. Prior to my career in finance I was a successful aerospace engineer, and was leading the business development and engineering strategies of some of the most reputable aerospace and defense companies in the US and Japan. Even with a Masters in Aerospace and one in Business, I still have never had the formal education in successful personal financial planning and fell prey to some market downturns. I started researching the financial strategies of the wealthy and soon learned that there were strategies available to everyone that I could massively benefit from, live with peace of mind, retire comfortably and be able to build an inheritance for my family. I became so passionate about these strategies that I went ahead and completed the Financial Training required, and became a licensed financial professional so that I may help you and many others avoid the mistakes I've made 20 years ago, and help you plan your finances wisely. I am the President of Freedom Financial and Life, and I am looking forward to meeting you and showing you how to best diversify your finances while taking advantage of some strategies that will allow you to sleep better at night.
Hatter & Associates
Hatter & Associates, LLP is a financial service provider based in Fort Worth, Texas. Our mission is to provide individuals and businesses with top-notch financial advice and support. Our services range from tax preparation to tax audits and bookkeeping, as well as Quickbooks training. With a team of skilled and experienced professionals, we offer our clients a reliable and comprehensive range of financial solutions. At Hatter & Associates, LLP, we are committed to delivering quality services that best meet our clients' needs. We provide personalized consultations to discuss and plan out the right financial strategy for our customers. Our experienced staff is dedicated to delivering the highest level of customer service and satisfaction. We understand that financial planning can be a daunting task, which is why we strive to make it as simple and straightforward as possible.
CTB Financial Services
At CTB Financial Services, we provide our customers with a unique set of capabilities and services to help them make their best financial decisions. Our expertise in Modern Portfolio Theory, income and estate taxes, and personal financial strategies is unmatched. We also focus on educating our customers and building relationships with them through face-to-face meetings. As a privately owned, independent investment advisory firm, our investment reach is global and sophisticated, giving us the edge when it comes to making smart decisions about your money. We are committed to providing quality financial advice and personal customer service. With over three decades of tax, estate planning, and investment experience, we are confident that we can help you reach your financial goals.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.
Renaissance Financial
At Renaissance Financial, our team is highly experienced in the money business, with a cumulative 900 years of knowledge and expertise. Our mission is to develop comprehensive financial strategies for individuals and businesses. We consider all aspects of our clients' lives and create tailored plans to meet their needs. Our cross-discipline team provides an integrated approach to get a holistic view of our clients' financial situation. Our services include investment strategies, retirement plans, estate planning, life insurance, disability insurance, long term care insurance, corporate financial services, group benefits, and more. We offer our clients access to customized strategies that are designed to meet their unique needs.