5137 Keating Street
Our approach to financial and retirement planning is to first get to know you and then educate you about how your retirement benefits work. We have a strong belief that each individual and family is unique and a cookie cutter approach just does not work.
With 20+ combined years in the financial services industry, we are well equipped to assist in customized financial planning, financial wellness, financial education, and overall retirement preparation. We have spent significant time working with local government employees throughout the state of Texas, non-profits, and private sector employees. We have extensive experience with the pension systems throughout the state of Texas, including TRS, TX ORP, TCDRS, and TMRS. We are also well versed in the complicated rules regarding Social Security and pension benefits. In the private sector, we have several years of experience providing financial planning and financial education for AIG employees, giving us unique expertise on the AIG retirement plan.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email , send us a note below, or call the office at 817-993-9785.