Coronel Financial Services LLC

Scott & Associates, located in Houston, TX, specializes in retirement income planning to help clients transition smoothly into retirement and prepare for unexpected challenges. Founded by Bill Scott, who drew from personal experiences with illness and financial strain, the firm focuses on creating holistic financial strategies tailored to individuals' unique goals and needs. Through their I H.E.A.R.T. Retirement Planning process, Scott & Associates offers services including estate planning, advanced financial analysis, and tax-efficient strategies. They provide educational workshops and resources to empower clients in managing their retirement income and investments effectively. Generated from the website

World Financial Group Inc, based in Houston, TX, is dedicated to assisting individuals and families in achieving financial security through life insurance, education planning, and retirement strategies. For over two decades, as a subsidiary of Transamerica, the company has empowered millions to build wealth and secure their futures. With a team of independent agents, World Financial Group offers tailored insurance options to safeguard assets and provide peace of mind in times of unpredictability. Agents are committed to understanding clients' financial aspirations and crafting personalized strategies to help them reach their goals. Moreover, World Financial Group stands out for its diverse product portfolio, representing reputable insurance and financial services providers across the United States and Canada. Their strategic approach caters to individuals at every stage of life, offering solutions to navigate life's uncertainties and protect against unforeseen circumstances. Generated from the website content

Financial Planning, Retirement Plans, Indexed Annuities, and Insurance