I am pleased that you have visited my website, Olin Ragsdale Estate Analysis Services. Some of the information on this site is sensitive to Texas (Community Property state) and is intended for Texas advisors and residents.
After 45 years of providing planning service to families and closely held businesses, I believe the common thread for success is not just a plan but a system to stay on track.
Yogi Berra once said "It's tough to make predictions, especially about the future."
I'm not going to attempt to predict the future but, I will say, if it is your aim to sustain your life style for the rest of your life and pass on to your heirs what is left, your planning will need to consider inflation, economic uncertainty, unpredictable family behavior and longevity. A periodic check and balance system must be put in place to keep your plan instep with these ever changing times.
The goal is to create a collaborative environment embracing the challenges and consequences of longevity and the possibility of continued economic uncertainty. Whether your planning requires a simple fix or a complex solution, my unique analytical ideology and check and balance system can help clients visualize, create and maintain long lasting plans that meet these challenges.
Licensed as a Consultant through the Texas Department of Insurance, Olin Ragsdale is not employed by any insurance company; securities related services are placed through Rhodes Investment Advisory Services, Inc. enabling him to provide his clients the advantages of professional independence.