1925 Running Deer Lane,
When you reach 50 years of age, you cross a rubicon. You may only have 10-15 peak earning years remaining, and it is important to use these years well and answer some key questions:
I am a financial advisor in North Texas (Dallas-Fort Worth Metroplex) with 9 years of investment and insurance industry experience. I am also (along with my wife Kim) a new member to the over-50 club and passionate about helping other Pre-Retirees maximize their peak earning years and build a nest egg that can provide the income and lifestyle they desire throughout their retirement years. I am also determined to help Pre-Retirees create a plan that factors in the unexpected!
If you need help in asking these important questions and taking the next step toward your retirement dreams and goals, please schedule a complementary 15-minute phone consult. I am a fiduciary and will always work in your best interest, and I would love to learn more about you and your goals and see if working together makes sense.
Many of my clients are college faculty saving for retirement through the Optional Retirement Plan (ORP) and other 403b accounts at Texas institutions of higher learning. But I also work with pre-retirees who are contributing to 401k’s and looking to maximize their employee benefits, and small business owners who want to set aside more money in tax-deferred retirement accounts. Most of my clients live in the DFW Metroplex, but I also have clients in northwest Louisiana, Arkansas, and the other states listed below.
LicensingSeries 7 (State Licensing in TX, AR, CA, CO, FL, GA, IL, IN, KS, LA, NY, OK, PA, WY)Series 66 (State Licensing in TX, AR, CA, CO, FL, GA, IL, KS, PA, IA, and LA)General Life and Health Lines for the State of Texas (Also licensed in LA, CA, AR, GA)
EducationBachelor of Arts, History, University of Alabama, 1996Master of Divinity, University of Dubuque (IA) Theological Seminary, 2004Doctor of Ministry, Austin Presbyterian Theological Seminary, 2013
Securities offered through Institutional Securities Corporation (ISC), member FINRA and SIPC. Investment advisory services offered through ISC Advisors, Inc. Mark Keffer is a registered representative of ISC and an investment advisor representative of ISC Advisors, LLC. MK Financial, LLC. is a separate entity and not affiliated with the entities ISC or ISC Advisors, Inc.
National Sales Director, ISC Group, Inc.
214-520-1115 ext. 108
Brian started in the financial services industry in 1986.
His disciplines include helping small business owners protect and maximize the value of their business, retirement income and health care planning, and assisting in family stewardship. Brian has served as Vice President for several large life insurance companies over his career. He earned his Chartered Life Underwriter designation in 1994 and Chartered Financial Consultant designation in 1995. Brian holds his series 7, registrations with Institutional Securities Corporation.