Financial Security Services is extraordinarily well-qualified to assist you with your retirement and estate planning needs. We provide a holistic approach to many issues that must be addressed prior to and during retirement. We are specialists in retirement planning.
Wesley Warren is the President of Financial Security Services Group, Inc. He has over 20 years in the financial and retirement services industry and is a Chartered Financial Counselor (ChFC), a Chartered Life Underwriter (CLU) and holds specific designations for long term care insurance (LTCP) and senior issues (CASLĀ®*). In addition to serving hundreds of personal clients, Wes has trained thousands of agents throughout the United States on the topics of Social Security, retirement planning, estate planning, fixed and indexed annuities, long term care and Medicare. Wes has been a member of the Society for Financial Services Professionals since 2001. He holds a BA from Southwestern University in Georgetown, TX and lives in Flower Mound, TX.
Financial Security Services Group, Inc., is an independent firm representing dozens of the leading companies as this provides the best opportunity for choice and superior solutions for our clients. By placing the needs of our clients first, insisting on a very personal level of service and providing our clients thoughtful consultations with best-of-class solutions, Financial Security Services Group, Inc. enjoys an excellent reputation within the communities in which its representatives work.
Retirement is complex; the choices we have available in retirement, investments and insurance are vast. Our holistic approach provides expertise on the entire spectrum of retirement issues that have potential financial implications for pre-retirees and retirees.
*The CASLĀ® (Chartered Advisor for Senior Living) designation is earned from the American College of Financial Services in Bryn Mawr, PA. The CASL requires 15 semester credit hours, five proctored exams and takes an average of 18 months to complete.
PAGE CALLOWAY
Page Calloway is an advisor, planner and partner at FSS Group. Page has an extensive background in building, implementing and maintaining comprehensive retirement plans. She has helped scores of clients achieve retirement security. Page graduated Summa Cum Laude from Dominican University with dual Bachelors of Science Degrees. She is registered as an investment advisor representative and was previously registered as a broker. While she has couples as clients, Page has a passion for working with single women on their retirement plans. Originally from Northern California, she now lives in Highland Village, TX. When not riding her horse, she enjoys cooking and spending time with her two sons.
ROBERT W. MCCANN, JR.
Robert W. McCann, Jr. is an insurance professional for FSS Group and is the owner of our FSS Group office in San Antonio, Texas. With over fifteen years in the financial services industry, Rob has helped numerous clients plan for their future. As a senior manager with Wachovia and Wells Fargo, Rob helped launch a very successful mortgage retention division and supervised over 60 employees. He also worked with many business owners in providing long term care, supplemental health, life and disability insurance to their employees. As many of his clients aged, Rob expanded his specialty to focus on retirement and income planning. Rob holds a B.S. from Florida State University.
Robās wife, Brenda, is his office manager. They have been married for 27 years and have raised five children, three sons and two daughters. Prior to joining Rob in the office, Brenda spent 15 years as a stay-at-home mom raising their children and then 10 years teaching math at Texas Military Institute, serving as the math department chair for four years. She holds a B.S. in mathematics from the University of Texas ā San Antonio, where she graduated Magna Cum Laude.
DORENE HIBBS, EXECUTIVE ASSISTANT
Dorene is adept at wearing many different hats and doing a multitude of jobs simultaneously in her role at the FSS Group. Dorene has almost two decades of experience as a personal assistant, senior executive assistant, and bookkeeper in a variety of different fields. Her primary responsibilities involve scheduling customer appointments and compiling and reviewing client data. Her careful, systematic approach, ability to work independently and respect for confidentiality are valuable qualities in the various roles she performs at FSS.
STRATEGIC ALLIANCES
CRAIG A. CHOATE, JD
Mr. Choate is an experienced attorney with extensive corporate transactional, regulatory and litigation background, with broad civil and commercial litigation background in state and federal courts, and state and federal regulatory agency and lobbying expertise. Craig Choate is a results oriented professional with excellent interpersonal skills, the ability to build relationships and work effectively with senior management.
NICK STOVALL, CPA/PFS, STOVALL & ASSOCIATES, LTD.
Strategic Alliances Nick Stovall, CPA/PFS, Stovall & Associates, Ltd. Founder and President for Stovall & Associates, Ltd., Certified Public Accountants. Nick Stovall is at the forefront in accounting; strategic retirement planning; business, IRA and technical taxation; tax law and policy; and investing. With his extensive knowledge and background, Stovall also wrote āThe Future of Taxation: And How to Prepare.ā Stovall has been featured on national media outlets including The Wall Street Journalās MarketWatch, Investment News, Financial Planning Magazine, Bloomberg and numerous radio broadcasts. In January 2010, after two decades of public accounting and C-level private industry experience, he founded what is now Stovall and Associates, Ltd., an independent certified public accounting firm located in Minnesota. As owner, president and chief tax strategist for the company, Stovall provides an invaluable perspective on the intricate relationships between tax and business issues to clients across the United States and Europe.
CONTACT US
PHONE: 800-761-8220
EMAIL: info@fssgroup.net
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Financial Security Services Group, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Financial Security Services Group, Inc., a Registered Investment Advisor in the State of Texas. (Registration does not imply a certain level of skill or training) Insurance products and services are offered through Wesley W. Warren, dba FSS Group. Financial Security Services Group, Inc. and Wesley W. Warren, dba FSS Group are affiliated companies. Financial Security Services Group, Inc. and Wesley W. Warren, dba FSS Group are not affiliated with or endorsed by The Social Security Administration or any government agency. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.
