We start by creating a simplified visual that displays your financial situation...your assets, incomes, who is important to you, what resources will be available, both now and in the future, to use towards your financial goals. An intuitive overview that will provide clarity and can help you make more informed decisions about your future.
Men and women nearing retirement face a wide variety of financial challenges, but they all have one question in mind: “Will I have enough?” We help those who are nearing or entering retirement settle on the right strategies and solutions to meet their comfort level and individual needs. And while you might not consider yourself “rich,” we know you’ve spent your working years spending frugally and saving diligently.
We work with entrepreneurs and business professionals who’ve achieved significant financial success while staying focused on strategic saving. You’ve spent years building up your business or focusing on your career, now’s the time to ensure your finances work as hard as you do today and toward retirement.
Our perfect idea of a high-net-worth individual is the humble family man or woman who understands the value of hard work. Instead of sporting exotic cars or flashy mansions, you’ve built a safety net for your family’s future to ensure they can maintain a comfortable lifestyle into retirement.
Using the information you’ve provided us, we’ll develop a realistic roadmap designed to help you achieve your goals. While we don’t claim to be genies, we’ll work hard to check what we can off your wishlist.
Our job doesn’t end once your plan is put into motion. Our hope is to develop an ongoing relationship together as we continuously monitor, review and adjust your strategies as needed.
We're not the most expensive and you don't want to trust your life savings with the cheapest. We offer three ways to work together.
A Financial Plan - We work with you to create a personalized, comprehensive, financial plan and then you research and manage the investments, insurances, taxes and estate planning yourself. This approach is typically more suited for the do-it-yourself types.
Ongoing, Comprehensive Financial Planning & Wealth Management - In addition to creating your personalized, comprehensive, financial plan, as above, we take care of the implementation as well. This may include, but not limited to, investment management; retirement income planning; integrated tax planning & preparation, Medicare, healthcare & insurance consulting; Social Security claiming strategies; estate planning (including wills/trusts & advanced directives).
This includes education, ongoing monitoring, accountability and adjustments when appropriate. This approach is more suited for those who embrace the value of delegating to a team of trusted advisors, so they can spend their time with the people and activities that are most important to them.
Hourly - You engage us on a transactional basis to provide answers to your questions as they arise.
Our fees are based on the complexity of your situation, the scope of engagement and the value of the services provided.
The best way for us to determine if we're a great fit is to have a conversation.
1. Do you work directly for your clients or are you a representative of a brokerage firm (Series 7 licensed) or an insurance company? (We work directly for you.)
2. Do you received commissions for selling insurance, annuities or other financial products? (We do not.)
3. Do you receive commissions, trips or bonuses of any kind, based on sales or production? (We do not.)
4. Does your fee include the following services? (Ours does.)
5. What professional designations do you have? (We have the following.)
We have offices in DFW and Tyler, Texas. However, we work with clients virtually throughout the United States. If you’re looking to plan, organize and simplify your complicated financial life, we’re here to help.
Just use the link below to schedule a phone/web call so that we can get acquainted and determine if we may be a good fit for each other.
1015 Pruitt Place, Ste 105
Tyler, TX 75703