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.

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.