Expertise.com Rating
Review Sources
- 5.0
(8)
Why choose this provider?
Haber Wealth Management serves individuals and families in the Fort Worth area. It offers universal life insurance plans with flexible premiums and can be structured to accumulate cash value. It has long-term care and disability insurance options. The firm also handles strategic wealth planning with a data-driven analysis for cash flow management, retirement income planning, and charitable giving. Haber Wealth Management has been in the industry for over two decades. Its founder, Tricia Carter Wood, holds Series 7 and 66 securities registrations.
- Term Life Insurance