Financial Services Information
Abilene Retirement and Financial Planning
Guidance From Koda Insurance Group
Brendan Messenger is a Certified Financial Planner™ and Insurance Agent providing our clients with an unique skill set to grow your assets through investments and protect them with insurance. As an independent planner and agent, the advice given is unbiased and based entirely on your needs, goals, and financial situation.
The People We Help
Our clients have built established careers in diverse fields such as ranching and farming, healthcare, and energy. Others are business owners, and some are already retired or just working on their own terms. Most client decisions are usually family-oriented. When they consider a major financial move, they think about how it might affect their spouses, their children, and in some cases, their parents.
All these factors and family relationships are to be respected; therefore when consulting with families, we try to understand what is most important to them with respect to their aspirations for the future.
We utilize investing in Stocks, Bonds, ETF's, Mutual Funds and Options for optimizing your portfolio's return whether in a Retirement account, Personal Investment account, Preferred Portfolio Service Account (Managed Fee Based Account), Variable Annuities, or Variable Life Insurance.
Alliance with Bobby Miers and Cornerstone Financial Southwest
Brendan has an alliance with Cornerstone Financial Southwest (Clearing through Commonwealth Financial Network) and Bobby Miers, an investment advisor for over 30 years.
Customers From Many Places:
Abilene, Clyde, Cisco, Eastland, Anson, Stamford, Trent, Merkel, San Angelo, Coleman, Santa Anna, Ballinger, Austin, Dayton, Crosby, Granbury, Stephenville, Albany, Breckenridge, Brownwood, Ballinger, Cross Plains, Snyder, Big Springs and many other areas.
Thank you for your interest in the Koda Insurance Group. If you would like to speak to Brendan, feel free to call our office at 325-695-9999 or click here to email Brendan.