* Managed $100 million in discretionary investment accounts, researched mutual funds and individual stocks, designed asset allocation models and made manager fund selections. Integrated estate and income tax planning with asset management and asset protection from creditors. * Offered Partnership based upon technical expertise, facility with key, top-demand clients and revenue generation: for high-net-worth clients, produced calculations supporting retirement, estate tax liability and tolerance for gifting; for business owners, planned retirement and business succession strategies.

• Staff accountant at the meat processing and packing facility from 01/2008 to 08/2008 performing various accounts payable, accounts receivable, payroll, and financial audit support activities • Perform accounts payable and monthly bank account reconciliation for various investment entities • Lead efforts in gathering necessary tax supporting documentation for the charitable trust and personal contributions to 501(c)3 charitable organizations • Perform market, menu, and financial research on competitors within the restaurant industry • Reorganize the office records for the various investment and charitable trust entities

Schulz Wealth guides business owners and their families through their personal financial journey Request a consultation today at: https://schulzwealth.com/contact/ Check out our podcast at https://schulzwealth.com/blog/priorities-and-lifestyle

Charles R. Green & Associates, Inc. is an Independent financial planning firm offering comprehensive financial planning and investment management. Our Strategy process is of the utmost importance. Our strategy starts with a PLAN. This entails creating a comprehensive outline of our client’s specific needs, investment objectives and goals. Next, our goal is to BUILD your plan using quality financial products. Finally, our goal is to PROTECT this strategy by monitoring our client’s accounts. Our collaborative approach centers on your future and is intended to help you gain greater clarity on your life goals and challenges. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

We are an independent financial planning firm working with people primarily in the Dallas/Ft. Worth area to help them plan, prioritize, and take action towards their financial goals. Whether you are building an emergency fund, reviewing your insurance needs, starting a college account or transitioning into retirement we can help add clarity to your investments with a tailored financial plan. Securities offered through Securities America, Inc., Member FINRA (www.finra.org)/SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc. Clarity Financial Group and Securities America are separate companies. Any third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please see website for additional information and disclosure.

At Lee Wealth Management Group, LLC, we deliver comprehensive wealth management with a focus on risk adjusted, high impact results. Our services are custom tailored to you, your family, or organization's unique set of values, goals, and objectives. At the core, we believe that successful investing is planning driven and goal oriented.DISCLOSURES: Registered Representative, securities offered through Cambridge Investment Research, Inc. A Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.A Registered Investment Advisor. Cambridge and Lee Wealth Management Group, LLC are not affiliated.

We are an independent wealth management practice based in Mansfield, Texas assisting individuals and families take control of their financial future. Our mission is to positively impact each of our clients by providing ongoing consultative assistance, allowing them to organize and take control of their financial lives. We accomplish this by simplifying, organizing, and executing financial strategies in harmony with our multi-generational clients’ financial lives. We coach, teach, mentor, and guide with genuine authenticity in our client’s best interest. We care about serving our clients with passion and integrity.

Summit Peak Investments, LLC leverages the extensive knowledge, experience and processes developed as institutional investors and focuses on investing in niche private investments including Early Stage Venture Capital Funds and Co-Investments.

At Aspen Wealth Management, we’re on a mission to inspire our clients to make informed financial decisions through education, communication, and service. Advisory services offered through Helen Stephens Group, LLC dba Aspen Wealth Management, a Registered Investment Advisor We take the time to listen to each client’s needs and fully understand their goals so that we can help develop and implement a financial plan and investment strategy tailored to their individual and family needs. And we’re committed to exceeding expectations by providing personalized guidance on all aspects of our clients’ financial lives. Clients who go through our financial planning process feel confident, prepared, and empowered about their financial futures. As a fee-only firm, we do not work on commissions. This allows us to remain completely free of conflicts of interest and ensures our objectivity. We have a fiduciary duty to put our clients’ needs first. If you’re in the Fort Worth, Texas area and you are looking for an independent, fee-only financial planning firm, reach out to our team today! Learn more by visiting www.aspenwealthmgmt.com. Advisory services offered through Helen Stephens Group, LLC dba Aspen Wealth Management, a Registered Investment Advisor.

SLEEP CONSULTANTS, INC. is a hospital & health care company based out of 1521 COOPER ST, FORT WORTH, Texas, United States.

Financial Planning and Investment Planning which specialized in helping the owners of closely held businesses and successful professionals to reduce their current taxes, plan for retirement, maximize their investments, satisfy charitable desires, and efficiently transfer their assets to their children and grandchildren.

Hts Investments Inc is a financial services company based out of 2704 Colonial Pkwy, Fort Worth, TX, United States.