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.
*Diversification does not guarantee a profit or protect against a loss.
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
Participate and sponsor various events for schools
Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisers. 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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IMPORTANT INFORMATION: This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Capital Analysts and Lincoln Investment are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Capital Analysts and Lincoln Investment and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.