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Ramon Aguirre III


ramon@cmwfinancial.com

Creating and Managing Wealth, LLC
Irving Branch
5201 N. O’Connor Blvd., Suite 200
Irving, Texas 75039

  (972) 831-8866
  (972) 831-8877

Ramon Aguirre, III

Financial Representative

 

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.

Experience

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
  • Investments
    • Mutual Funds
    • Annuities (Fixed and Indexed)
    • Stocks and Bonds
    • Customized Retirement Counseling
    • Education Planning
  • 529 College Savings Plan
  • Coverdell Education Savings Account
  • UGMA/UTMA
  • Insurance
  • Life
  • Long-Term Care
  • Asset Management Services
Licensing
  • FINRA Series 7
  • FINRA Series 66
  • Life and Health Insurance License
Community Involvement
Participate and sponsor various events for schools

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.

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