HOW WE HELP YOU
What about money is important to you?
In our first discussion, we'll take the time to hear your story. We want to know about the people, desires, and obstacles that shape your financial goals.
Our team will begin to analyze your current situation. Leveraging decades of combined experience along with industry-leading tools, we'll determine the strategies that are best suited to your portfolio.
This is where we sit down with you and review our recommendations together. Your feedback is key as we tailor the plan to meet your goals.
Once we've determined the best strategies and ensured that they're aligned with your goals, we will execute your financial plan.
Our team will consistently connect with you to monitor your plan and check-in on any changes to your goals. As needed, we will adjust your plan to make sure your money is working for you.
Stay engaged with your portfolio
When you become a client we create a personalized dashboard just for you. You’ll have access to state-of-the-art tools that give you a comprehensive view of your portfolio and insight to how we’ll keep it healthy.
The biggest question we hear: when can I retire? It all starts with the end in mind. We make sure your plan reflects the values and goals you share with us. Here are some of our other Financial Planning services:
- Retirement Planning
- Review 401-k & IRA investments
- Education planning
- Social security optimization
- Review pension benefit
- Evaluate annuity needs
Beyond retirement planning, it’s important to address other areas of your financial life that are crucial to building and protecting your wealth, yet often fall through the cracks.
- Life Insurance
- Estate Planning strategies
- Long Term Care planning
- Tax Mitigation
- Roth Conversion
- Charitable Giving
- Business Planning for Small Business Owners
Specific to your situation, we gather the collective insight of 3 experts:
- Estate planning attorney
- Insurance Specialist
Through this process, we discover weak areas and potential pitfalls to discuss and take action on.
Fort Worth Police and Fire
Approaching retirement and don’t know what to do with your investments?
We're here to help you
worry less & live more.