What we
do
We help people make better financial decisions.
Technical:
We're a registered investment advisor and independent insurance agency who provides comprehensive financial planning.
Translation:
We create financial plans, manage investments, and when appropriate, sell insurance.
How we are paid
We're not "just trying to sell you something."
Pay for advice
We've disaggregated the planning process. Get your questions answered without feeling the pressure to "move money."
pay for Advice
We've disaggregated the planning process. Pay for advice and get your questions answered without feeling the pressure to "move money."
Don't pay twice
If you decide to hire us to manage your investments or purchase insurance, we'll waive any planning fees.
Don't pay twice
If you decide to hire us to manage your investments or purchase insurance, we'll waive any planning fees.
What else you should know about us
1994
We've been helping people plan for retirement since 1994.
Fiduciaries
We always do what is in your best interest, no matter what.
Independent
We are not tied to any single company. We find the best solution for you.
Agnostic
Investments and insurance are tools. We know how to use both.
Don't be shy.
Our Address
5830 Granite Parkway
Suite 100-326
Plano, TX 75024
Our Phone No.
(214) 389-9040
Call, Text, Email away