Victor Mcclure, Financial Advisor in the Dallas Area

[TravelforFun]

Has anyone used him?

[Finance-MD]

Any relation to Troy McClure?
https://en.m.wikipedia.org/wiki/Troy_McClure

[Avo]

Nope, but his web site has some statements I would regard as giant red flags:

"At McClure Capital, we hold informational seminars and insurance sales presentations for our clients and the greater community that feature information on various retirement topics."

"Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier."

[123]

FINRA has 2 disclosures on an individual with a similar name https://brokercheck.finra.org/individua ... resSection
Might be something to look into.

[TropikThunder]

Has anyone used him?

Listen to the way he phrases his pitch: "No downside and a portion of market upside". That's because it's an index annuity.
https://www.bogleheads.org/wiki/Equity-indexed_annuity

[BL]

Never do your investing with an insurance agent. They will sell you expensive insurance products that give them a high commission, which you will pay for one way or another. If you try to get out within a number of years, you will be charged high surrender fees because you are the one who pays the commission.

https://www.etf.com/docs/IfYouCan.pdf
is a great little pdf that can get you started. You could buy a Target retirement fund or a Life Strategy fund directly at Vanguard, or a Target INDEX fund at Fidelity and just forget about it. Read the last chapter about advisors.

[Accrual]

Any relation to Troy McClure?
https://en.m.wikipedia.org/wiki/Troy_McClure

HAHA! Thought the same thing.