Meet Justin Fellers
Justin Fellers is a Senior Retirement Plan Specialist who educates plan participants, provides investment guidance, and counsels employees to make their desired retirement picture a reality. Justin is a graduate of Texas A&M University – Texarkana where he...
History Tells Us the Financial Sun Will Shine Again
Written by Mark Essenfeld, CFP®. When I was quite young, the next-door neighbors were Mr. & Mrs. Hansen. I didn’t know their first names as kids addressed adults Mr. & Mrs. at that time. It seemed to me that Mr. & Mrs. Hansen were really old, probably...
Meet Sean Romero
Retirement Plan Specialist, Sean Romero, found his passion for financial planning after spending 8 years as an educator in Edinburg, Texas ( Rio Grande Valley). He taught 7th grade math for 5 years and then went on to teach high school math for 3 years. For Sean,...
Writing an Impactful Financial Plan Can Increase Your Success by 42%
A good financial plan addresses a number of financial aspects: goals, savings, investments, taxes, insurance, and estate plans. Your financial plan will be a snapshot in time that predicts your retirement savings and income based on your current behaviors. At the end...Follow Us
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