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Like most people, you have hopes, dreams, and life goals for yourself and your family. These might include buying or selling a home or business, saving for college education for your children, getting your estate planning in order, minimizing taxes, and retiring comfortably. Financial planning is the process of wisely managing your finances so that you can achieve your dreams and goals—while helping you negotiate the financial barriers that inevitably arise in every stage of life.

We are an independent group of professionals dedicated to helping our clients reach their objectives through comprehensive wealth management and financial planning. How do you know whether you could benefit from the services of a financial planner? You may not have the expertise, the time, or the desire to actively plan and manage certain financial aspects of your life. You may want help getting started. You may benefit from an objective third-party perspective on what are often emotional and difficult decisions. And in today's hectic world, it can be beneficial just to have a financial planning expert to help ensure that you stay focused and follow through with your financial plans.

We are here to help. Contact us to schedule a complimentary consultation.

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Dallas Office
18170 Dallas Parkway, Suite 103
Dallas, TX 75287
(972) 931-3818

 

Angleton Office
209 East Mulberry Street, Suite 250
Angleton, TX 77515
(979) 849-4700

Corsicana Office
500 W. 3rd Avenue, Suite 3
Corsicana, TX 75110
(903) 874-6576

 

Snyder Office
3219 College Avenue, Suite 2
Snyder, TX 79549
(972) 931-3818

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As Seen in Texas Monthly* and The Wall Street Journal

 

 

 

 

 

 

 

FIVE STAR award recipients were nominated by either their broker/dealer or peers or were prequalified. They satisfied objective eligibility and evaluation criteria associated with providing quality services to clients. The criteria includes: active credentialed financial professional for a minimum of 5 years, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepting new clients, client retention rates, client assets administered, number of client households, education and professional designations. No fee is paid to be included in the research or on the final list. The award is not indicative of the wealth managers’ future performance. No more than 7 percent of the wealth managers in a market receive the Five Star award. For more information please visit www.fivestarprofessional.com.

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