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You are your greatest asset. Protect your family or your business by securing life, disability income, and long term care insurance. Life insurance is a unique planning tool that can provide supplemental retirement income and efficiently transfer wealth.
We manage the assets you've worked hard to build. Whether your objective is growth, income, or preservation, we'll look at your whole financial picture and develop strategies to help you get where you want to go.
Retirement planning has two phases: accumulation and distribution. Whatever your retirement goals, we’ll help you build your nest egg, then plan to efficiently create income.
An individualized financial plan creates the path to achieving your goals. It puts organization, purpose, and continued course corrections into your finances so you can enjoy what matters most.
Schedule a call. After our talk, we'll decide if it makes sense to continue our conversation.
We'll listen to your goals and begin crafting a custom plan to help you get where you want to go.
We'll help you monitor your plan and help you stay on track.
Today, savers and investors face low interest rates, a volatile stock market, the disappearance of the pension, and uncertainty around Social Security. The job market is evolving rapidly. No longer do we work with a company for 30 years and retire with a pension. Generating a predictable retirement income has become more challenging. Those that are finding ways to save for the future, struggle to find where to put it.
When at the University of Texas at Austin, writing my dissertation on the history and economic impact of the income tax, I discovered my passion for economics and personal finance. After several years as a teacher, I saw the potential to help people operate in this challenging environment.
My practice provides individualized financial guidance to DFW area families and owner-operated businesses. I get to know each one of my clients so we can develop strategies that help them accomplish their goals.
My family and I live in the White Rock Lake area of Dallas, TX. We’re members of Northwest Bible Church, we’re avid Camp Gladiator campers, and in the summers, we like to get away to Lake Travis near Austin.
We're located in Dallas, TX but we are available for virtual meetings.
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