Creating and Managing Wealth, LLC
5201 N. O’Connor Blvd., Suite 200
Irving, Texas 75039
Ramon Aguirre, III
Summary of Approach
I develop long-term working relationships with clients, providing financial solutions as they progress through their careers on into retirement. As you approach retirement, I will provide retirement estimates and counseling to help you maximize your benefits and flexibility.
I take pride in listening to my clients and helping them achieve their individual goals. Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such as planning for college, protecting against the loss of a loved one, and insuring long-term care in later life, I will be there to help.
This client-centered approach to investment planning can help you assemble a diversified portfolio including insurance and risk management strategies designed to help meet your unique needs.
I have a robust knowledge of products and planning strategies at companies such as BBVA Compass, TD Ameritrade, First Command, and HD Vest.
Areas of Focus
- Personalized Financial Planning
- Retirement Planning
- 403(b), 457(b) and 401(k) Plans
- Roth IRA, Traditional IRA
- SIMPLE IRA, SEP IRA, 401(k)
- Lump Sum Rollovers
- Mutual Funds
- Annuities (Fixed and Indexed)
- Stocks and Bonds
- Customized Retirement Counseling
- Education Planning
- 529 College Savings Plan
- Coverdell Education Savings Account
- Long-Term Care
- Asset Management Services
- FINRA Series 7
- FINRA Series 66
- Life and Health Insurance License
Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisors. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com Creating and Managing Wealth, LLC and the above companies are independent, and non-affiliated.
This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside the United States. Lincoln Investment and Capital Analysts are registered as investment advisors with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment and Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.
When you link to any websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving www.cmwfinancial.com and assume total responsibility for your use of the sites you are visiting.