DFW Wealth management / corporate structure co.?

lb1lb2

Joined: Mar 11, 2004

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3:16p, 9/7/23

AG

about a year ago I remember seeing an ad or posting placed on Texags about a DFW based wealth management / corporate structure company. There was a link to a video as an introduction.
I cannot find any info on this, so does anyone else remember what I am talking about or if they do any insight into the firm.

Stive

Joined: Oct 23, 1999

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7:24p, 9/7/23

AG

The group that placed the ad has changed their name at least once…maybe twice since they initially began advertising here.

I don't think they currently advertise so I think I'm safe in saying beware.

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Cyp0111

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8:25a, 9/8/23

The people dressing up life insurance as some form of generational tax skipping trust ? Those guys ?

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lb1lb2

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11:45a, 9/8/23

AG

thank you for info. Beware indeed

fka ftc

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11:50a, 9/8/23

Strategy something or another. Scam alarms went off in my head to the point I had to start day drinking again.

If you need wealth planning you likely need a CPA / tax advisor first along with a financial adviser. Good ones will help you find the right structure for your goals.

"The absence of the word accountability is not the same as wanting no accountability" -unknown

"You can never go wrong by staying silent if there is nothing apt to say" -Walter Isaacson