Capital Retirement Planning, Llc in Round Rock

Fran Tarkenton is a member of the NFL Hall of Fame and is a classic entrepreneur.  After his football career, Fran built fifteen different ideas into successful, thriving businesses.  He had his first insurance license at 19.

A highly regarded entrepreneur for the last 40 years, Fran's philosophy is that there is only one reason for a business to exist - to provide products and services that enhance and improve the quality of life of its customers.  

For over 12 years, Tarkenton Financial has provided valuable support to financial advisors in the areas of insurance and annuity solutions.

An Authorized Representative of:

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Danny Holder, CFP®, CRPC® is the founder and president of  Capital Retirement Planning, LLC.  Danny is a CERTIFIEDFINANCIAL PLANNERTM  certificant, and has also earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning*.   He is licensed as an Investment Advisor Representative and as an insurance agent. Capital Retirement Planning, LLC is a Registered Investment Advisory firm. Danny is an authorized representative of Tarkenton Financial and Tucker Advisors - both are recognized resources for guaranteed insurance products.  As an independent advisor, Danny has the flexibility to assist you in your retirement planning utilizing only the finest resources and products available, all designed to help provide you with the quality retirement you deserve.

Perhaps we can help you with one or more of the following:

Personal retirement planning
Investment management
Guaranteed lifetime income
Equity management utilizing a risk-management approach
Lump sum distribution analysis (IRA rollover,and stretch IRA)
Life insurance analysis
Pension maximization analysis
Asset preservation strategies
Personal 401(k) management and rollover 
Long-term care

* The College for Financial Planning is accredited by by the Higher Learning Commission (HLC) and is a member of the North Central Association (NCA).  The North Central Association of Colleges and Schools, The Higher Learning Commission is an accrediting agency recognized for Title IV purposes.