When your assets are at stake, discretion and reliability are a priority. We undergo regular training to maintain a high level of competence in order to achieve the industry's highest standards. We are an independent firm which allows us to offer a wider range of solutions. The only courses of action we will pursue are ones that are well-suited to the individual goals of our clients. Individualized service and support of our clients are of paramount importance at our firm.
President & Co-Founder
Chris began his career in the financial services in July of 1995. Throughout most of his twenty-plus years in the industry, Chris has worked with retirees and pre-retirees focusing on tools and techniques for wealth preservation and distribution. In addition to assisting clients with their financial needs, Chris has spent 3 years training financial professionals as a marketing consultant and operations manager for a national insurance marketing firm in Addison, Texas. He has educated other professionals all over the country in areas such as long term care planning, wealth and income planning, asset preservation, premium financed life insurance, medicaid spendown, and medicare supplements. He has worked with thousands of clients both directly and indirectly, showing them safe money strategies for wealth and income planning. Chris offers informational seminars that show those that are either in retirement or nearing retirement, how to live confidently in their "golden years".
Chris and his wife Shereen, have 3 children, 3 grandchildren, and have lived in Rockwall, Texas since 1998. They attend Lakepointe Church where Chris has played the bass guitar in the church band for 26 years.
Richard started his working career in the sheet metal manufacturing business in the early 1960's. In 1965 he started his own company, King Mfg. Inc., which he later sold in 1982 to go into the financial services industry. Richard brings over 34 years of wealth and income planning experience to the firm.
Throughout his career, he has helped thousands of clients with their retirement needs. Richard has given seminars all over the country educating people about the need for proper financial and income planning. He has also worked as a consultant training financial professionals nationally in the area of wealth and income planning.
Richard and his wife Frances have 4 grown children, 13 grandchildren, 4 great granchildren and reside in Garland, where they have lived since 1965. They attend the Firewheel campus of Lakepointe Church where they are active in their Adult Life Group and also serve as volunteers.
Life is full of surprises. We try to be prepared for them. Rely on our experience to provide you with sound financial advice that won't leave you scratching your head wondering which direction to go. We'll explain your options in uncomplicated terms.