CHISHOLM TRAIL FINANCIAL GROUP

CONNECT

Address:

109 South Harris Street, Suite 220
Round Rock, TX 78664

Phone:

512-671-7526

Fax/Other:

512-671-7527

Megan Pumphrey, MBA

Megan Pumphrey, MBA

Financial Professional

BUSINESS PHILOSOPHY

My mission is to assist my clients in realizing

and achieving their personal financial goals

through quality financial advice and education.

I am committed to creating a personal experience

for clients while being an advocate and resource

for them.

 

PRODUCTS AND SERVICES

•  Fixed and Variable Annuities

•  Charitable Giving Strategies

•  Disability Income Insurance

•  Estate Conservation Strategies

•  Education Funding Strategies

•  Wealth Management Strategies   

•  IRA Consolidation/Rollovers

•  Long-Term Care Insurance

•  Mortgage Protection (funded by life insurance and disability income insurance)

•  Lump Sum Pension Distribution

•  Pension Payout Alternatives

•  Pension Transfer/Rollovers

•  Mutual Funds

•  Tax Sheltered Annuities, 403(b) Plans

•  Term Insurance

•  Universal Life

•  Variable Universal Life Insurance

•  Whole Life Insurance

 

QUALIFICATIONS

•  Licensed to sell Life Insurance in Texas

•  Registered Representative of Lincoln Financial Securities

•  BS, University of North Texas

•  MBA, Texas State University

 

PERSONAL

•  Born in Houston, Texas

•  Austin Area Resident 6 years

•  Hobbies: Travel, Snowboarding, Hiking, Swimming, Kayaking and Irish Step Dancing

 

Investments and advisory services offered through representatives of Lincoln Financial Securities Corporation, Member SIPC.

Lincoln Financial Securities and Chisholm Trail Financial Group are not affiliated. Not all services are offered through Lincoln Financial Securities.
LFS-1927021-101917

Phone 512-671-7526 ext 110
Fax 512-671-7527