"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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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.