Casey Short – President of Provision Asset, LLC Investment Advisor
Casey specializes in developing strategies and income plans for individuals and families who are nearing retirement or have already retired. He is a licensed investment advisor who also possesses a Bachelor of Science in Finance. As a sought after consultant, he has traveled the country helping numerous organizations and individuals. He works with a network of certified financial planners, income strategists, money managers, and tax planners to achieve your specific retirement planning needs.
Casey Short serves clients in North Texas, focusing on Denton and Collin counties. Casey works with families and individuals in Frisco, McKinney, Little Elm, Aubrey, Celina, Prosper, Denton and The Colony. He is also available to travel to other areas of the state and can even serve those living outside of Texas. Casey, his wife, and their three children make their home in Little Elm, Texas. He enjoys fly fishing, woodworking, mission work and spending time with his family.
As an Investment Advisor, Casey possesses a Series 65 license with FINRA. His clients appreciate his ability to boil down complex topics into workable plans. Casey specializes in developing strategies that generate retirement income for years to come. Providing his clients with peace of mind is his passion. Contact Casey today to discuss your family’s retirement planning needs.