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A retirement strategy with more benefits.
You’ve worked hard to build your business. Protect yourself and your key people with The Prestige Strategy™, a retirement plan that pays. Now you can secure more money for your future, and everyone in it.
Senior Managing Director
In his business planning practice, John helps business owners, executives, and key employees with strategies for executive compensation, employee retention, bonus
Sam has served on the board of directors of several national and international organizations and as a Managing Aggregator for the Credit Suisse Life Finance Unit. Bringing together years of industry experience, he is now focused on business, estate planning and retirement solutions that utilize specialty financing.
Sam’s most recent strategy combines the best of
A partner in peace of mind.
Cool Springs Financial Houston is a financial solution organization dedicated to providing security for you, your family and your business by creating financial strategies with unparalleled benefits. Our group has been the architect of multiple premium finance platforms that have executed more than $8 billion in transactions, all without any clients writing a premium check.Explore Now