Our Firm

 

T.J. Pool, RFC, CSA
Co-Founder and Principal

Joyce Pool, CCN, RFC, CSA
Co-Founder

T.J. Pool, and Joyce Pool Co-Founders and Principals of Options Marketing, Inc. and the Arlington SR Alliance, are nationally known Senior Professionals working with people planning for the second half of life. they specialize in working with retirees and those about to retire who want to protect their principal and ensure that their money lasts. They help their clients avoid the common mistakes made by most retirees and explain how they have counseled hundreds to avoid these pitfalls.

T.J., a graduate of Texas Tech University with a Bachelor's Degree in Marketing Research and Statistics, invested 20 years at IBM, much of that time working with Federal, State and Local Government agencies and discovered that seniors are not always apprised of their options. He brings his expertise and knowledge to his clients as well as church, civic and senior organizations. To further his abilities, T.J. has earned a Certified Senior Advisor (CSA) accreditation, as well as being a member ot the International Association of Registered Financial Consultant (IARFC). He is continually updating his knowledge by required continuing education and by working closely with associated Elder Law Attorneys and accounting firms. While serving as the Client Services Manager and then the Agency Director of a large national insurance agency, he assisted thousands of clients throughout the United States with their Estate Planning needs while also training other professionals.

He and his wife of 28 years, Joyce (also a Certified Senior Advisor and Registered Financial Consultant), have worked together for the past 16 years; they attend Pantego Bible Church in Arlington, Texas, where T.J. served on the school board of Pantego Christian Academy. They have three sons, and 9 grandchildren. They are Senior Advocates and members of the Senior Alliance of Tarrant County, Texas.

Options Marketing, Inc., under the leadership of T.J. & Joyce Pool, can bring updated and useful information to those entering their retirement and senior years with professional and uplifting seminars. The need for estate planning is never too late!

Contact us to set an appointment for a free on-site visit, and let Options Marketing help plan for your future.

Options Marketing partners with a network of independent contractors that consist of:

  • Certified Public Accountants
  • Registered Investment Advisors
  • Elder Law Attorneys
  • Health Care Professionals