Choose from 403(b),IRA, Roth IRA, life insurance, and income annuity plans to assist in your retirement goals. I am an independent agent representing many companies to find the best solution for your needs.
After serving 34 years in Texas education as a teacher and coach, and upon entering the “semi-retired” generation, I realized that not enough resources are available for prospective retirees.
My goal is to provide “sleep insurance” to all who are interested in building a safe, secure, sound, and risk averse financial retirement portfolio. Simple as that.
Frequently Asked Questions
What kind of financial advice do you give?
Guidance on 1) retirement options specific to public employees and 2) life and supplemental insurance policies.
Do you offer individually tailored service?
I will personally walk you through the enrollment process, rollover process, and/or insurance policy selection.
How would I go about planning for my retirement?
Contact me and we will discuss your current situation and set a plan for the future.
I have over 15 years experience providing expert retirement advice.
An established, enthusiastic advisor who’s always here to help.
As a financial specialist, I’ll ensure you get optimum results.
Time is every man’s equal tool.
Pay yourself first.
“Letting your money work for you is a key component of saving for retirement. Compound interest, dollar cost averaging, tax-deferred savings, and diversification help lower your risk and boost your return on investment over time. Compound interest is the interest on your principal plus interest on the interest you earned previously. For example, a single investment of $10,000 at 5% compounded annually earns $10,789 in interest over 15 years for a net amount of $20,789. Straight interest would accrue at the rate of $500 per year, $7,500 in total interest, for a net amount of $17,500. When interest is reinvested and compounds at 5%, it adds another $3,298 to the value. That is the magic of compound interest.”
Courtesy: The Bogleheads’ Guide to Retirement Planning
Request a Call Back
Would you like to visit over the phone? Just submit your details and I’ll be in touch shortly. You can also email me directly if you would prefer.
For Schools: Do you have questions about how Bren Holland Financials can help your educators and administrators? Send me an email or let’s connect via phone at (325)277-9268. I’m happy to travel to campuses to meet with potential clients to discuss retirement options and available strategies and products.