Financial Planning | Investments | Estate | Insurance
7 Ways I May Help You
1. Assist in Meeting your Retirement Goals
2. Assist in designing your Business Exit Strategy
3. Achieve Fair and Equal Treatment of Active and Inactive Children in your Business
3. Design Special Benefits for Selected Employees
4. Reduce Cash Outflow from Critical Illness Expense
5. Protect Your Income from Debilitating Illness
6. Protect Your Assets if At Home, Assisted Living, or Nursing Home Care needed
7. Plan Now for Funds your Parents may need for Assisted/Nursing Home Care
Thirty-eight years of managing product distribution and manufacturing experience in both batch and job size industries, was experienced before entering into a "second career" of designing programs for key employee retention, retirement planning, and minimizing exposure to federal estate tax. Individual selective and group retirement plans have been designed and made effective during more than twenty-five years in this "second career". These programs have been implemented for sole proprietors and moderate size businesses; and may work for you.
I have achieved Life Membership in the Million Dollar RoundTable for the life insurance industry.
Vice President, Manufacturing for Century Papers, Inc.
This company went from a private company of $3,000,000 sales to a publicly traded company with $40,000,000 in distribution of industrial and commercial paper products; and manufacturing of cellulose insulation and folding paper cartons during the thirty-eight years of employment.
President, National Inpak Inc.
This business purchased the cellulose insulation and folding carton manufacturing subsidiaries of Century Papers, Inc. After ten years of successful operation these businesses were sold.
Senior Account Manager, Lone Star Advisory Group
The mission of Lone Star Advisory is to assist individuals and businesses in developing plans to assist the business owner in retaining valuable employees through Selective Benefit planning, planning for the business owner's retirement; and reducing the impact of Federal Estate Inheritance Tax.
President of The Association of Former Students of Texas A&M
President of the Houston A&M Club
Chairman of The Visiting Nurse Association
Chairman of South Texas Metro Division of the American Cancer Society
Secretary and member of the Executive Committee of
Lone Star Chapter of National Multiple Sclerosis Society
Chairman Texas A&M Maritime Academy; Vice President Cong
Chairman Lombardi Committee of The Rotary Club of Houston
Director, Texas Division of The American Cancer Society
Speakers Committee for the United Way of the Gulf Coast.
Prison entrepreneurship Program, Mentor of Prisoners in Business Concepts
Mentor, Silver Fox Advisors RoundTable 4.
Designated as Distinguished Alumnus 2013 by Texas A & M University
B.S. Aeronautical Engineering, Texas A&M University
Licensed as Life Insurance Agent
Life Underwriters Training Council Fellow
Corporal, U S Army Air Force
2nd. Lt. U S Air Force Reserve
Married to Helen "Corky" Maltz, 7 children and their 6 spouses, 13 grandchildren
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