Our Achievements & Events
Michael Escobar, CLTC, Recognized for Contributions in Financial Education
COLLEYVILLE, TX, April 11, 2022 /24-7PressRelease
Michael Escobar, CLTC, has been included in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
With more than 15 years of experience amassed as a finance professional, Mr. Escobar currently serves as the president of Retire Guides, of which he is also the founder. Described as a "comprehensive one-stop shop for retirees," Retire Guides partners with tax attorneys, certified public accountants and related experts to help people plan for retirement by educating them on every step of the process. In recognition of his dedication to helping clients prepare for their financial futures, Mr. Escobar has qualified for the Million Dollar Round Table, an association dedicated to recognizing top professionals in life insurance and financial services.
Avantax Reports Newly Recruited Total Client Assets Exceeding $1 Billion During First Half of 2022, Surpassing the Firm’s Full-Year 2021 Results — Avantax® Wealth Management
DALLAS – (Aug. 10, 2022) – Avantax®, a leader in tax-focused financial planning, continued its strong recruiting results during the second quarter of 2022, with approximately $514 million in newly recruited total client assets. Avantax recruited more than $1 billion in total client assets during the first half of 2022, surpassing the firm’s full-year 2021 performance.