"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.