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STRATEGIC PARTNERS

In-house, closely aligned partner.

PM Squared Financial

FINANCIAL PLANNING

PHIL STANLEY

Financial Strategist

(214) 918-2309

phil@pmsquaredfinancial.com

www.pmsquaredfinancial.com

Phil Stanley founded the firm in response to the need his clients faced of being able to offer a variety of planning and investment solutions in one place.  He has a passion for developing innovative strategies for his clients.

Haldeman & Hall

EMPLOYER HEALTH INSURANCE

RICHARD HALDEMAN

President

(267) 455-7030

richardhaldeman@haldemanandhall.com

 

www.haldemanandhall.com

Richard is the Partner and Co-Founder of Haldeman & Hall.  This venture was created in response to the continued escalating cost and complexity facing businesses wanting to provide insurance to their employees.  

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