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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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