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PHONE: (979) 206-2100

The objective of Ferguson Financial is to provide a “customized” financial service for the clients that demand such assistance.  I think of assets a little differently.  My investment recommendations are based on “what it’s for,” rather than “what it is.”  What does that mean?

 

  • Talking a widow through some difficult decisions financial decisions while he/she are often being pulled in different directions by family members and/or friends. 

 

  • Discuss beneficiary planning strategies to a farmer, and wife, whose wealth is heavily centered on long-owned family land and would like it to stay within the family upon their passing. 

 

  • Making recommendations to a business owner on how to keep “key employees” from leaving their employment without having to provide “everyone” with a retirement plan.

 

  • Resolving the financial concerns that retirees face:  running out of income, cost of nursing   home expenses, increasing income to keep up with cost of living, and preserving assets, just to name a few.

 

  • Providing resolve to a family concerned with estate tax/gifting limits/tax rates now, and preparing for possible changes after 2025 sunset of tax laws.

Retirement Income Strategies

 

Wealth Transfer Strategies

 

Business Succession Strategies

 

Life Insurance Specialist

Guaranteed Investments

 

Trust Planning Strategies

 

Beneficiary Planning

 

Annuity Specialist

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Email : gregg@fergusonfinancial.com
Phone : 979.206.2100