"It's about more than just money!"

WELCOME TO OUR WEBSITE: We want you to know that the information presented herein is not intended to be a recommendation to purchase or sell any security or insurance product mentioned herein. Please feel free to contact us at your convenience to discuss your individual situation!
NOW -- here's your question for the day:
Relative to your personal financial situation :
"What keeps you awake at night?"
Among other issues, are you asking yourself questions about:
[1] Retirement Income Planning & Funding
...will I outlive my money, or will my money outlive me?
[2] Asset Allocation & Portfolio Construction
...do I have too much portfolio risk trying to get higher returns?
[3] Tax-Managed Investing
...is there anyway I can minimize taxes I pay on my investments?
[4] Long Term College Funding
...how can I financially help my kids / grandkids with college?
IF these types of questions keep you awake at night,
AND you want a second opinion on what to do about it
CALL US!
We remain anxious to serve you in anyway we can.
Registered Branch Office: The Plano address listed above (6301 Widgeon Drive) is our Administrative Office and is not generally intended for Advisor/Client meetings and seminars. When you're ready to share thoughts & ideas on "running out of money" versus "running out of time", just call. We remain anxious to serve you!
OFFICE #: (972) 731-6760
If our receptionist puts you through to Voice Mail,
PLEASE leave a message.
We will get back to you as soon as possible!
Click here for information of favorite funds:
American Funds, Eventide Funds, The Timothy Plan.
Newsletters
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ESG Investing in the Spotlight
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
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How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
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Should You Buy or Lease Your Next Vehicle?
Skyrocketing new vehicle costs and high interest rates could make leasing a cost-saving option. This article looks at the advantages and disadvantages of owning vs. leasing.
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Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
This article explains the basics of capital gains taxes when selling a home.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.