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We are a financial services team focused on wealth accumulation and protection strategies that make investing & saving approachable, in order to help the clients we serve, Retire Different.
NEAL QUON / PRINCIPAL
Neal began his career in the financial services industry in 1997 and is a graduate of Texas Tech University with a Bachelor of Sciences degree in Family Financial Planning.
Being passionate about financial literacy, Neal works with his clients to raise their level of financial awareness in order to identify the right steps to reach their financial goals.
The focus on having a sound strategy and plan for client’s individual needs has allowed him to provide focus and peace of mind for families and business owners during periods of economic uncertainty.
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