La Brisa Mexican Grill
501 North Wesley Drive
League City, TX 77573
– Tuesday, August 29th at 6:00 p.m. – Wednesday, August 30th at 6:00 p.m.
– Tuesday, August 29th at 6:00 p.m.
– Wednesday, August 30th at 6:00 p.m.
Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!
Chicken and beef fajitas, prepared with grilled onions, tomatoes, poblano peppers, fresh onion, and cilantro. Rice, beans & fresh flour tortillas will also be served. Guacamole, pico de gallo, sour cream, shredded cheese, chips, green and red salsa is also included.
Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at La Brisa Mexican Grill. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.
Here’s what we’ll cover:
Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!
If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:
These presentations are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
Justin is a Certified Financial Planner™ professional with nearly a decade of experience helping his clients navigate their financial lives. Since 2014, he has provided tailored financial advice to families and businesses. He believes that financial planning is about what money can do for you, your family, and your future. This belief drives him to help his clients achieve their financial goals. His areas of expertise include retirement income, tax minimization, insurance, and legacy planning as well as managing client investments.
Justin is a devoted husband and father of three. As a fifth generation Texan, he and his family love road tripping around the Lone Star State. He enjoys volunteering and coaching his sons’ baseball teams, underlining his dedication to community service and personal growth.
Justin’s approach to financial planning is deeply informed by his values of commitment, integrity, and empathy. As a fiduciary, he always acts in his clients’ best interests and provides a holistic, personalized financial roadmap.
Texas State License Number : 1941482
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.