CRPC® Financial Advisor
Tony has more than 14 years of experience as a financial advisor and helps individuals and families grow and protect their wealth, with a focus on designing tailored income plans to meet their lifetime income needs. He has earned the Chartered Retirement Planning Counselor (CRPC) designation, supporting his emphasis on retirement planning.
Prior to joining the Centennial family, he worked for the big guys. For major financial institutions that emphasized quantity of clients over quality of service. He’s been handed strict sales quotas that were nearly impossible to meet, by managers who only saw dollar signs, not the clients whose lives he works to serve. Rather than play the game, he chose integrity. He decided to shift the paradigm and become part of a family firm devoted to a level of service sorely lacking in the world of financial services. He wants you to get the level of service you feel you deserve, not the level of service you’re accustomed to.
Born in Alabama, he traveled the world over a 25-year career as a Naval Officer, and another 8 years until the retirement of his spouse from the Air Force. They relocated to Austin following her retirement. They live in the Lake Travis area with their son and are enjoying getting settled into the Austin lifestyle.
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Annuities as an Asset Class
Times change — are stocks and bonds still enough? With inflation rising, more people are turning to fixed index annuities to de-risk their assets. In this free, 12-page download you’ll learn more about:
Why annuities may or may not be a good fit for you
How fixed index annuities actually work
How fixed index annuities balance risk
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Stay tuned! Blog posts coming soon.