Accounting, Finance, Insurance

Leonard Powell TWFG Insurance
Leonard Powell
Current Parent

Address: 4920 Westport, The Colony, Texas 75056
Website: www.twfg.com/leonardpowell
Phone: (469) 630-3900
Email: lpowell@twfg.com
Description: Home and auto insurance independent agent with multiple insurance companies
Special Offer for the St. Mark community: No cost for review. No obligation to purchase.


Diana Garcia Agency
Diana Garcia
Current Parent

Address: 7602 N. Jupiter Road, #110, Garland, TX 75044
Website: https://agents.allstate.com/diana-garcia-garland-tx.html
Phone: (469) 334-0991
Email: dianagarcia1@allstate.com
Description: Home, auto and life insurance
Special Offer for the St. Mark community: No cost for review. No obligation to purchase.

Spectrum Financial Group
Matthew Vaughan
Alumni

Address: 13455 Noel Road, 20th Floor, Dallas, TX 75240
Website: www.spectrumfg.com
Phone: (469) 987-6001
Email: mvaughan@financialguide.com
Description: At Spectrum Financial Group, we help clients elevate their planning from “Transaction-Oriented” to “Goal-Oriented.” It’s impossible for any advisor to know exactly what a client needs to be doing today without first knowing how they’d like the rest of their life to look. Once we know the destination, we build the digital roadmap to determine the most efficient way to get them there, considering things like taxes, inflation, longevity, social security, market cycles, required annual savings, required investment return, risk-management, estate planning, etc.