Our Founder
Knowing what's happening is Good.
Making it happen is Better.
William Harkins
Founder/CEO
Contact Us
- Member: National Association of Insurance and Financial Advisors
- Member: Society of Financial Service Professionals
- Member: Better Business Bureau, Fort Worth, TX
We Plan Accumulation, Distribution, and Legacy
Retirement Planning is What We Do
Life Insurance Planning is Paramount to this Process
20+ years of experience in Retirement Planning, Life and Annuities
Our Values
We will never recommend something for you unless we truly believe it is in your best interest.
- IRA and Pension Rollovers
- Tax Deferred Annuities
- Financial Planning
- Estate Planning
- Life and Health Insurance
Our Vision
Specialized Advisers providing Personalized Solutions. Our experienced team of professionals use state-of-the-art software to respond quickly to your needs.
Whether it's a routine question regarding your account, or a major change requiring an in-depth review of your coverages, you'll receive prompt, personal service.
You are encouraged to use any the information about our various products and services. You can obtain quotes on term life insurance in the privacy of your home.
Get estimates on what different amounts for various terms will cost you. Get information about Long Term Care, health insurance and medicare supplements. Annuities provide guaranteed safety of principal, higher interest, plus the option to participate in the market for potential growth and they have many advantages over bank CDs. Please feel encouraged to call or email us if we can assist you.
