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Home | Texas | Pension Planners of West Texas

Pension Planners of West Texas
El Paso, TX

Contact Information

Company:

Pension Planners of West Texas

Contact:

Joe Tammen

Address:

8340 Gateway East, Suite 200

City: El Paso
State: TX
Zip:

79907

Phone:

915-599-8500

Fax:

915-599-8503

Email:

jtammen@ims-securities.com

Website:

www.joetammen.com



About My Practice

After retiring as a FERS Employee, from the United States Border Patrol, as the Patrol Agent in Charge of the El Paso Sector Intelligence Unit, I realized there had not been any training early in my career to help me make long range plans and pertinent decisions to manage and maximize my retirement.  I have developed a strategy and course for early to mid-career employees to help them better understand and prepare for their retirement.  I also assist mid-career to retirees understand and plan their retirement and maximize their retirement income.  I have presented these classes to Border Patrol Sectors including: El Paso, Marfa, Yuma and Spokane.  I have also assisted hundreds of Federal Employees better plan and prepare for their retirement.


Offering Advice Since

2005


Areas of Specialty

Comprehensive financial planning
Retirement planning 
Insurance
Long-term and elder care  


Licenses, Certifications, Education, and Affiliations

Designations: ChFEBC
Insurance Licenses:  Health and Life  
Security Licenses:   7 and 63
Other Licenses, Certifications, Designations:  
Investment Advisor Registration:  
Education: 4 years college, Business  


Charges to Clients for Services

Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
Commissions and/or loads for investment products purchased  


My Association with the Office or Firm

Independent Contractor


My Broker / Dealer Affiliation

IMS Securities Inc., Member FINRA/SIPC, West Tower 8, 10205 Westheimer, Suite 500, Houston, Texas 77042, (713) 266-2993

 


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