Cowboy Case Designer

Cowboy Case Designer [email protected]

I’m a rancher turned retirement planner, and work with hundreds of agents and clients across the nation to ensure retirees are properly educated on the best products available to protect and maximize their retirement.

06/12/2025

While your friends are merely recovering back to “even” after a recent loss, you could be gaining positive interest…check out how!

06/11/2025

Yesterday evening the thought came to mind that retirement income can be a lot like a calf crop….but it doesn’t have to be.

06/10/2025

My inflection is making me think I’ve been watching too much Neil DeGrasse Tyson 😂

Have you ever thought “I need to maximize my gains so I can maximize my growth”?…here’s why that’s not always true.

Also, sorry for the small numbers, I’ll try to make them larger in the future.

06/06/2025

Y’all get ready for a whole lot of cattle and retirement analogies 😂

Ask yourself this question about every account you have - “is this money to be used as a plan for living or a plan for dying?” and “What’s more important, how much I make or how much I take?”

Once you get to retirement and you begin distributing funds out of your accounts, it’s essential that the strategies you’re using are equipped to distribute the amount you need for your entire life.

Curious how your retirement accounts can pay you MORE than the 4% rule, with more certainty than RMDs? Give me a shout!

06/13/2024

Welcome to the “Cowboy Case Designer”. This page is designed to share insights with agents and retirees specifically about retirement planning, guaranteed lifetime income, protected accounts, and retirement peace of mind.

I grew up on a ranch and was later afforded the privilege of becoming a professional in the retirement/insurance industry. Thanks to the mentors I’ve had, the agents I’ve worked with, and the client cases I’ve gotten to work on, I’ve become one of the industry’s foremost case designers. Agents and clients from across the country work with me to ensure the best possible retirement protection and income generating products are being used, and used the right way.

But, what is Case Design? Case Design is a mix of math and art where a retiree’s financial situation is examined, potential problem spots are found, and solutions are brought to the table in an educational way. It’s the process of improving a retiree’s financial situation by way of education and proper product selection for their unique needs and goals.

I would count it an honor to be your Cowboy Case Designer. Reach out to me today to see how I can best serve your goals!

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Austin, TX
78704

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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