Planned Assets

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Description

  • Planned Assets is a non-fee based agency focused on providing comprehensive retirement planning for all ages, from pre retirememt to post retirement. We believe the retirement plan is your road map to and for a succesful retirement. Retirement may just happen,but successful retirement is planned. To be effective the plan must be reviewed and updated to reflect economy, economic and person life changes. Our Goals:1. Develop a relationship based on trust.2. To listen objectively to the desires and goals of our clients.3. Provide an effective tool (map) for our clients reflecting their goals and objectives to obtain and/or maintain a successful retirement.
  • location

    Headquarters:131 West Brook Drive , Waller, Texas, United States

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  • Planned Assets phone

    Phone Number: +1 888-270-9870

  • Planned Assets website

    Website: https://www.plannedassets.com

  • Planned Assets employees

    Employees:1

  • Planned Assets revenue

    Revenue:$0 - 1M

  • Planned Assets legal name

    Legal Name:Planned Assets

  • Planned Assets's Social Media

    Planned Assets linkedin
  • done Is this data correct?
  • |  NAICS Code: 523920  |

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Person level website identification

Senior Partner for Planned Assets

Hubert Mcminn

Senior Partner

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Hubert Mcminn

Senior Partner

Frequently Asked Questions regarding Planned Assets

  • Where are Planned Assets's Headquarters?

    Planned Assets's Headquarters are in 131 West Brook Drive ,Waller,Texas,United States

  • What is Planned Assets's phone number?

    Planned Assets's phone number is +1 888-270-9870

  • What is Planned Assets's official website?

    Planned Assets's official website is https://www.plannedassets.com

  • What is Planned Assets's Revenue?

    Planned Assets's revenue is $0 - 1M

  • What is Planned Assets's NAICS code?

    Planned Assets's NAICS code is 523920

  • How many employees are working in Planned Assets

    Planned Assets has 1 employees

  • What is Planned Assets's Industry?

    Planned Assets is in the industry of Financial Services

  • Who is Planned Assets's Senior Partner?

    Planned Assets's Senior Partner is Hubert Mcminn

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