EXPERTISE
We are a fee-based Financial Planning and Wealth Management Firm based in Dallas, TX, serving clients all over the United States. With our combined 60+ years of experience in the Financial Sector, we bring security and innovation to our clients.
OUR SERVICE INCLUDES:
WEALTH MANAGEMENT
Formulating investment solutions to meet your goals with a focus on asset allocation and diversification, while adapting to changing market conditions.
FINANCIAL PLANNING
Using a proven process to obtain a comprehensive view of your complete financial picture and craft synergistic solutions to achieve your goals.
ESTATE PLANNING
Analyzing your goals and objectives to establish a carefully constructed estate plan to pass on your wealth according to your wishes.
RISK MANAGEMENT
Protecting what you own and who you love by mitigating risk to its appropriate place.
ASSET PROTECTION
Adopting strategies to protect your assets from taxation, seizure, and other losses.
CHARITABLE GIVING
Helping you address your philanthropic goals in the most beneficial and efficient manner using Donor Advised Funds and other strategies.
LIFE INSURANCE PLANNING
Evaluating your circumstances to pair you with the RIGHT amount and RIGHT type of life insurance, with the RIGHT company.
BUSINESS SOLUTIONS
Providing business owners with Succession Planning, Key Person Insurance, Funding for Buy/Sell Agreements, and Funding of Deferred Compensation Plans.
401K SEP SIMPLE IRAS
Providing guidance and advice on establishing and/or consolidating 401ks and IRAs for individuals and business owners.
