WorthPointe

"Retire. Set. Go. As a Certified Financial Planner™, Shane takes the "big picture" approach to include investments, retirement plans, benefits, insurance, income tax, and estate planning as part of your wealth strategy. To do this effectively requires best in class technology and a collaborative relationship with other essential professionals, such as a great CPA and Estate Planning attorney. It is our goal to pull these often isolated professionals together and create an "integrated team" to design the most thoughtful comprehensive plan."

Hoisington Investment Management Company (HIMCo) is a federally registered investment adviser based in Austin, Texas, managing over $3 billion in assets for various institutional clients. Specializing in long-term investment strategies, HIMCo focuses solely on U.S. Treasury securities, including pension and profit sharing plans, charitable organizations, and insurance companies. As the sub-adviser for the Wasatch-Hoisington U.S. Treasury Fund, HIMCo offers a no-load mutual fund distributed by ALPS Distributors, Inc., catering to investors seeking a conservative approach to wealth management through the stability of U.S. Treasury securities.Generated from the website

Independent Investment Bankers Corp. (IIB) is a FINRA-approved broker-dealer founded in 2010, dedicated to providing a robust platform for independent investment bankers. With a focus on eliminating operational friction, IIB enables its partners to concentrate on client relationships and transaction closings, offering unmatched support and streamlined compliance processes. Specializing in assisting top-tier professionals transitioning to independence, IIB ensures a smooth onboarding experience with an experienced U.S.-based team. By integrating advanced AI technology and maintaining high payout structures, IIB remains a trusted choice for serious investment bankers looking to enhance their careers while retaining their independence. Generated from the website