CEO & Founder
For over 50 years, Osvaldo Morales has been providing expert retirement planning, financial planning, college financial solutions, asset protection and estate planning services to individuals, professionals and business owners. His...
Since 1967, John has been e beacon in the Life insurance field, specializing in financial planning and retirement plans for US and foreign nationals’ clients, always working with high ranking insurance companies and bringing to...
We want to Welcome our New Financial Advisor in Texas, Dr. Julian Aris Ducheine, B.S, DAOM
Attorney at Law
Mrs. Corona Pictet graduated from the University of Miami School of Law and continued her legal education by obtaining an advanced law degree (LL.M) from the UM. Her practice focuses in the protection of clients' assets and...
Executive Vice President
Thomas R. Meyer was in business for 37 years, 33 in the utility industry. He has experience in Customer Service, Industrial Engineering, Automotive, Construction Supervision, Scheduling, Project Management, and Upper Management...