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Oakwell Private Wealth Management (OPWM) is a Registered Investment Advisor (RIA) that provides financial planning and investment advisory services to a diverse group of clients. With approximately $500 million in assets under management across 400 households, OPWM stands out for several reasons.

Capital Income Solutions LLC, operating under the Turning 65 Solutions brand, specializes in providing comprehensive insurance services tailored to the Baby Boomer generation, focusing on health, life, and long-term care insurance. Their team of licensed experts offers personalized consultations to help clients navigate Medicare plans, dental, vision, hearing coverage, and retirement income planning to ensure a worry-free retirement. With a commitment to unbiased advice and a range of A-rated insurance company options, Capital Income Solutions empowers clients to make informed decisions regarding their healthcare and financial futures. The firm also provides free resources, including educational videos and guides, to further support their clients' planning needs. Generated from the website

Gunderson Financial Services is a well-established financial firm based in New Braunfels, TX, offering a range of financial planning and investment services to individuals and businesses. With a team of experienced professionals, Gunderson Financial Services provides personalized financial solutions tailored to meet the unique needs and goals of each client. Generated from their business information