Hubert McMinn, Jr. (Better known as Mac)
Education:
University of Texas-Austin TX. – Graduate [Finance and Accounting]
The American College, Bryn Mawr, PA. – [Charter Financial Consultant (ChFC) and Clear Life Underwriter (CLU)]
Command and General Staff College, Ft. Leavenworth KA.
Company: Planned Assets-Waller TX. Senior Partner
Focus: Retirement Planning
Successful retirement planning does not just happen. Successful retirement is based on effective long term planning with consistent review and update prior to and during retirement. Retirement planning’s first objective is insuring availability of assets and income to meet retirement objectives and goal during retirement and after!
Background:
Business; Associate, CIGNA (Fee Based Financial Planning) NY. NY.-1981
Agency Manager, CIGNA NY., NY.-1985
V.P. Texas, Allstate Life Insurance Company, Houston TX.-1990 (development of Life Specialist program providing individual financial planning and investments through Allstate Agencies in Texas)
Senior Partner, (Non Fee) Designed Benefits Associates, Houston, TX.-1993 (Health and Life Insurance Planning)
Senior Partner, (Non Fee) Planned Assets, Waller, TX.-2009 (Retirement planning for the Houston Area and Environs)
Personal; Married, 41+years, 3 children and 7 grandchildren
Retired, United States Army Lieutenant Colonel-Armor
[Helicopter Pilot; Commander Aviation, Tank Companies and Cavalry Troop; Instructor Command and General Staff College]
Member, Waller Baptist Church-Waller, TX.
Member, Gideons International-Camp Treasure
Currently residing in Waller, TX. with my wife, Carolyn, a School Teacher for Waller ISD., formerly of Baytown TX., and a graduate of Texas Women’s University-Denton, TX.