Ray Mobius Financial Advisors, LLC
Financial & Investment ServicesInsurance: Life & HealthInsurance
Before joining Turtle Creek financial, Ray was previously with a large, nationwide firm serving his clients with his expertise and care. Ray has an entrepreneurial background, having owned his own business for over 15 years. Combining this invaluable experience with his financial knowledge, makes him well suited to work with the small business owner and their families. .
Rays areas of expertise include Financial Planning for Small Businesses, Business Succession Planning for Business Owners, Social Security Planning, Life Insurance, Disability Insurance and Long Term Care Insurance.
◦B.B.A. Financial Services, University of North Texas
◦B.B.A. Insurance, University of North Texas
◦Chartered Life Underwriter (CLU)
◦Chartered Financial Consultant (ChFC)
◦National Association of Insurance and Financial Advisors
◦Society of Financial Service Professionals
◦Adjunct Professor at University of North Texas
Recently, Ray has chosen to open his own office in the Denton area to better serve his Denton county clients with their financial and insurance needs. Ray is married to Susan and has two children, Mark and Dakota. Family, including vacationing with his family is a high priority activity for Ray. In addition he enjoys SCUBA diving, skiing and golf as hobbies and activities. Ray and his family make their home in the Denton area.
- Financial Planning for Small Businesses
- Business Succession Planning for Business Owners
- Social Security Planning
- Disability Insurance and Long Term Care Insurance