The Wright Group

Allen, United States

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Description

Specialties

From retirement income to legacy planning strategies we are your comprehensive resource for growing and preserving your hard-​earned assets. Our team is committed to helping you achieve financial independence now and for years to come. We can help you realize your financial goals and create choices for your future. Our team of qualified professionals is focused on providing innovative solutions to meet all your financial needs. We offer comprehensive financial strategies.

Wealth Management — Retirement Income Planning Strategies, Retirement Analysis, Estate Preservation Strategies, Charitable Giving Solutions, and Legacy Planning Strategies.

Financial Strategies — Capital Preservation Strategies, 401(k) Planning, 403(b) Planning

Investment Management — Mutual Funds, Stocks and Bonds, Brokerage Accounts, Variable and Fixed Annuities, IRA’s

Insurance — Disability Income, Life Insurance, Long Term Care, Medicare Supplements

History

Established in 2013.

Keith Wright, President

Keith Wright believes in giving his clients financial reassurance, so they can focus on what is most important to themselves and their family. Keith has the knowledge and integrity to match financial solutions with the unique needs and objectives of each individual he works with.

With more than 20 years of financial services experience, Keith is prepared to meet the advanced financial needs of individuals, small business owners and professional athletes. Keith is a graduate of Baylor University with a Bachelor of Arts degree.

Keith has earned many industry awards and honors including the Million Dollar Round Table, an exclusive forum for the world’s most successful life insurance and financial services professionals.

Keith enjoys working with clients, he enjoys spending time with his wife Robin, their five children and their English bulldog «Churchill».

Meet the Business Owner

Keith W.

Business Owner

With more than 20 years of financial services experience, Keith is prepared to meet the advanced financial needs of individuals, small business owners and professional athletes. Keith is a graduate of Baylor University with a Bachelor of Arts degree. Keith has earned many industry awards and honors including the Million Dollar Round Table, an exclusive forum for the world’s most successful life insurance and financial services professionals.

When Keith isn’t working with clients, he enjoys spending time with his wife Robin, their five children, and their English bulldog, «Churchill».