Purposed Consulting, A Five Rings Financial Agency

Founded 2006 • Angie's List since August 2016

Not Rated| 0 Reviews

Description

Purposed Consulting is a Five Rings Financial Agency similar to a Charles Schwab or Merrill Lynch except that we primary focus on middle Americans. We offer free workshops on how money works and provide our clients with safe money strategies so they never lose money, have income for life, and protect their families with Living Benefits (Life Insurance you don't have to die to use). We also offer our clients free consultations which includes a financial needs analysis to help our clients reach their financial goals. Our contact information: Main Office: (214) 702-0033 2nd Office: (214) 592-8560 Email: info@purposedconsulting.com Ask for Bennie or Kimberly Evans We are located at: 2711 LBJ Freeway, Ste. 300 Farmers Branch, TX 75234 Follow us on Facebook for upcoming events and workshops. https://www.facebook.com/PurposedConsulting/...

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Services Offered

Living Benefits Tax Free Retirement Indexed Accounts Annuities Safe Money Strategies

Services Not Offered

Risk based investments Stocks Bonds Mutual funds

General Information
Free Estimates
Yes
Senior Discount
No
Emergency Service
No
Warranties
Satisfaction