Plan Smarter, Live Better

Your Trusted Financial Advisor

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ASSET PROTECTION STRATEGIES

• In Service and Post-retirement 401K Rollovers
• 1035 Exchanges
• Roth Conversions
• Annuities and Wealth Transfer Strategies

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ESTATE PLANNING & TAX MITIGATION

• Revocable Family Trusts/Wills/Medical
Directives and POAs
• Lifetime Systematic Income Streams
• Special Needs Trusts and Conservatorship
Arrangements
• Deferred Sales Trusts

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LIFE INSURANCE

• Wealth Transfers
• Long term Care Strategies
• Buy/Sell Agreements
• Key Man

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HEALTH

• Access to a Non-Public BUCAH networked
PPO for Individuals
• All Voluntary plans – Cancer, Critical Illness,
Disability
• Dental Insurance – PPO networked, Implants
– First Day Coverage
• Medicare and ACA

About Reference Financial

With nearly 20 years practicing as Agency Broker for the Reference companies, Sean holds insurance licenses in over 30 states. He also is FINRA registered with a Series 65 license. After graduating from Jesuit College Prep of Dallas, Sean attended Sewanee: The University of the South, receiving a BA in Economics.

Moving to Rockwall in 2008, Sean has seen the city grow. A member of the Chamber of Commerce, Sean Is a proud resident of Rockwall and dedicated member of the community along with soon to be spouse, Dr. Eva Mackey owner of Rockwall’s GEM MD. Combined we have a blended family, with 5 great kids.

I am proud to partner with the smartest people in the industry. Christian Kelso, JD assists Reference Companies clients in legal matters, BKA Wealth Management performs 401k set ups, Matt Peisker manages client’s assets, Walter Virden is the CPA we refer to business owners, and Traci Hutchinson, who I have been working with for over 15 years is the smartest person I know in Medicare.

The Reference Companies are here to listen to you. Let us put together your estate planning.

Contact

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Phone

214-718-8806

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Address

Lakewood Park Executive Suites
2235 Ridge Road, STE 106
Rockwall, Texas 75087