A Service By Retirement Calculator, Inc.

Connecting Investors with Advisors

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Learn How a Blue Collar CEO is Connecting Investors with Advisors

Houston, TX

Photo & Video Biography

Contact Information

Name: Bryon Townsend, CFP
Title: Managing Director
Firm Name: W.R. Anderson & Co
Website: www.wranderson.com
Address: 2950 N. Loop W., Ste 500
Houston, TX 77092
Primary Phone: (713) 862-0215
Email: bryon@wranderson.com

Direct Contact Information

Name: Eric Wolford
Email: ewolford@wranderson.com

Services Offered

Services Offered: 401k Rollover From Employer
Alternative Asset Class Planning
Alternative Investments
Annuities
Annuity Ideas & Strategy Planning
Asset Protection Strategies & Planning
Business Income Tax Planning
Business Succession & Liquidation Planning
CD Alternative
Commission-Only Financial Planning (Full Disclosure)
Disability Insurance
Education Funding & Financial Aid Planning
Estate Tax Planning
Fee-Only Comprehensive Financial Planning
Health Care Insurance
High Yield Bank Accounts
Hourly Financial Planning Engagements
Income for Life/ Preserve Principal
Individual Income Tax Planning
Insurance & Risk Management Planning
Investment & Portfolio Management
Investment Consulting & Allocation Design
IRA
401k
Roth IRA
QDRO Rollovers
Life Insurance
Long-Term Health Care Planning
Medicaid
Medicare Planning
Mortgage Refinancing
Pension for Highly Compensated Owners
Planning For Personal Finances & Budgeting
Real Estate Investment Planning
Retirement Income Accumulation Planning
Retirement Income Distribution Planning
Retirement Planning
Reverse Mortgage
Stock Market Alternative
Wealth Management

Professional Credentials Listing

Degree(s) / Years of College: Univerversity of Houston
BBA-Finance
Years of financial services experience: 16
Certifications and designations: CFP® - Financial Planning
Association memberships: NAIFA

Licensing and Compliance

Registered Investment Advisor: Yes
Investment Advisor Representative: Yes
Active securities licenses: 6 - Commission
63 - State Laws
7 - Commission
Broker/Dealer: NEXT Financial Group, Inc.
Active insurance licenses: Annuity
Disability
Health
Life
Long-Term Care

Professional Services Offered

Provides the following Financial Services: Investment advisory services
Planning services
Provides the following Planning Services: Charitable
College
Estate
Financial
Retirement
Tax
Provides the following Investment Services: Asset allocation
Asset management
Money manager selection
Performance reporting
Strategy development
Tax efficient strategies
Written investment policy
Retirement Income Strategies
Provides planning as a separate service: Yes
Provides the following limited engagement project services: Financial planning by the hour
Financial tune-ups
Pre-Retirement Check Ups
401k Reviews & Advice