Profile

Wealth Management Advisor in Dallas Tx.

Helping Create Your Financial Game Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.

As a former NFL player and a member of Baylor football and track teams, I know the value of a coach and a solid game plan. I will coach you to identify your financial goals and develop a comprehensive financial plan to reach them.

Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life bringsBuilding Your Plan

We follow a disciplined three-stage planning process to help clients, including business owners, physicians, attorneys and entrepreneurs, prepare for the future.

1.  Risk Management: protecting the things you value and could least afford to lose; It’s your foundation for all planning.  As the foundation of the pyramid, the Risk Management stage is where lifetime financial security begins. Each person’s Financial Pyramid is only as strong as its foundation.

2.  Wealth Accumulation: planning to achieve your financial goals including education for your children, the lifestyle you choose and your retirement dreams. Expert guidance can help you build your overall portfolio. We believe in the value of asset allocation, the foundation of a diversified investment program.

3.  Wealth Preservation and Distribution: evaluating your situation, the income you need for your retirement lifestyle, and the optimal way to pass along a legacy to your heirs. To make the most of your assets, your plan may gradually reduce investment risk exposure to help preserve assets. Your distribution strategy is designed to generate enough retirement income to support your standard of living for as long as you live.

Guidance for Business Owners

With a focused expertise on the business owner, we can provide guidance for any of your business issues:

• Assess and Manage Risk
• Review and Select Employee Benefits
• Consider Other Benefits
• Plan Your Legacy
• Make a Financial Plan

No matter where your business is within its life cycle, Northwestern Mutual recognizes that the goals you have for your business and personal life are intertwined. Watch this video to learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.

If you would like to get in touch with my preferred Financial Planner in Grapevine TX, click here for more information. Follow me on Facebook!

Profile

I just had my 11th year anniversary with Farmers® Insurance. I am still located in Grapevine, TX and I have loved every minute of my time spent supporting and protecting this community. Everyone in Grapevine is so nice and supportive of me and my goal to be the best insurance agent in town. Homeowners Insurance in Grapevine TX. All my clients are wonderful at sending me referrals and I am so appreciative of the trust they have placed in my agency. Homeowners Insurance in Grapevine TX.

My agency offers not only home, auto, commercial and life insurance, but I also offer education for my clients as I believe you should know what you are paying for. I will teach you how to be an advocate for yourself. So you will know what you really need for yourself and your family. It is surprising to me how little most people know about insurance when assessing their choices. I am confident you will leave my office fully understanding all of your options; without gaps or overlaps.

At The Ferguson Agency, we are committed to providing you with exceptional service and care. Contact our office, and let’s start the conversation!

Motorcycle Insurance

Make sure your motorcycle and recreation vehicles are insured for your adventures.

Car Insurance

Switching to Farmers Auto insurance could help you save.

Homeowners Insurance

Quality Home insurance with discounts and benefits.

Farmers Life Insurance agent in Grapevine, TX

Who depends on your income for their well-being? How are you helping protect their financial futures? Tina Patrignani-Ferguson works with individuals, families, and small businesses in Grapevine, TX. Life insurance may be one of the most important insurance coverages to consider for your family. Knowing you have the coverage you want can help you face financial fears with confidence that you’re providing financial support for those you’d leave behind. I want to understand your goals and discuss options so you can select the products you want, such as term life, whole life, or universal life insurance.

If you would like to get in touch with my preferred Homeowners Insurance agent in Grapevine TX, click here for more information. Follow me on Facebook!