Mel Muzkiz, CFP, C.

Addison Chapter President

Location:

Plano, TX

Member since:

November 16, 2010

Please tell us what industry you are in?

Comprehensive plans and advice covering all six areas of Financial Planning.

Link

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Who is your ideal client and what type of a referral are you looking for?

Families with complicated financial affairs. Tax Burdened Business Owners. Career changers. Retirees wanting to maintain lifestyles. Those who: Seek a comfortable retirement. Have received an inheritance. Seek protected growth.

What type of business contacts or strategic partners would you like us to introduce you to?

401 k Plan Administrators Estate Planning Attorney

What are you looking for out of a network group?

Connections to those seeking strategies from an independent Certified Financial Planner.

Introduction

A Certified Financial Planner creating solutions for families with complicated financial affairs.


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