JEFF ISSOKSON, MBA - Online Booking by ClickBook.Net

Waxahachie TX, United States Tel: 972-4376549 Contact Us

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Make Retirement Possible

Waxahachie Location - Please select a Service

Initial Consultation -- No charge -- (60 min)

Younger clients: Discuss benefits of planning for retirement including goal setting and planning techniques for achieving those goals.Older clients: Retirement Income ManagementCollect financial data.

Planning Services 1 (90 min)

Review financial data from initialconsultation. Make adjustments and discuss details for 1st draft of plan.

Planning Services 2 (90 min)

Presentation and explanation of final or draft of Retirement Plan.

People & Resources

	Jeff Issokson Jeff Issokson, MBA Certificate in Retirement Counseling, Texas A&M, Commerce. Fee based only. No Commissions collected. Free initial consultation.

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