Posey Capital Management Inc., Houston, Texas, provides portfolio management and comprehensive financial planning services for high-net worth individuals. Services include retirement planning, education funding, insurance and risk management, wills and estate planning, and succession planning.
Duration : 0:3:56
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Tags: Asset·comprehensive·fee-only;·financial·high-net·Management·Planning·worth
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Tags: advisa;·assessment;·building;·Business·Columbus;·Communication·consulting·Dayton;·development·Dumouchelle;·hiring·index;·Leadership·Management·motivation;·Ohio;·paul·pauldumo·personality·Planning·predictive·Recruiting·Sales·selection;·Strategic·Succession·team·Toledo;·Training