- Life InsuranceJim enjoys helping people plan for their future. This is done by developing a well thought-out, disciplined plan to help his clients achieve their personalized goals. His firm offers a complete array of financial services including managed accounts, retirement planning, life insurance, long term care and long term disability coverage, and he offers Financial Planning as an Investment Advisor Representative of Voya Financial Advisors.. Jim has a diverse clientele, with many of his clients working in higher education at state universities.
- Health InsuranceJud's education includes a BBA in Finance from Baylor University. He holds licenses in life and health insurance, as well as maintaining Series 6, 7, 63, and 65 registrations. He is an Investment Advisor Representative with Voya Financial Advisors, a registered broker/dealer, member SIPC. Jud is a frequent guest speaker and has served on the Voya Field Advisory Board.
- Long Term Care
- Annuities