Glen Akin
Managing Member @Realegacy Partners, Llc
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WORK HISTORY
Managing Member @Realegacy Partners, Llc
Lubbock, TX, US
Glen\'s goal is to provide clients with personalized strategies for achieving their financial objectives and building a better financial future. That may be through advising business owners on the benefits of various business structures, working with couples and professionals to create unique retirement strategies, or consulting with both businesses and individuals on effective income tax planning.
SKILLS
ABOUT GLEN AKIN
Glen Akin is a leading financial planner passionate about helping others plan for and achieve their financial goals. Through his diverse background and extensive knowledge of the financial markets, Glen is able to offer clients expert guidance and comprehensive strategies specific to their financial needs. As a Certified Retirement Counselor® (CRC®), he is committed to helping clients manage risk and prepare for the future. Glen is a native of West Texas and earned his Bachelor of Science degree from Texas A&M University. He spent ten years in the financial services industry in Chicago during which time he completed the Financial Planning Certificate Program at DePaul University. He returned to Texas in 2008 to be closer to family and grow his financial planning business in the Dallas and West Texas regions. Glen and his wife Sheryl currently have their primary place of residence in Lubbock, Texas, with a second home in San Angelo, Texas, for closer proximity to oil and gas clients.Areas of focus include:• Tax saving strategies for business owners• Estate planning with emphasis on oil and gas, ranching, and farming• Insightful retirement strategies for couples and professionals• Helping families plan for college while growing retirement fundingGlen\'s accomplishments include:• Certified Retirement Counselor® (CRC®)• Founder and CEO of Crossroads Asset Management, Inc.• Graduate of DePaul University’s Financial Planning Certificate Program• Working as a Financial Advisor since 1997 with over ten years at the Chicago Board of Trade• Former Branch Manager for Uhlmann Price Securities, LLC, based in Chicago, Illinois
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