Services

FINANCIAL PLANNING

Planning is the foundation of success. A good financial plan can provide clients with a comforting reassurance that they can enjoy their lives today without sacrificing their financial future.

Our planning process begins with a discovery conversation, so we can better understand your situation, needs, and goals. We then work with you to design a real-world plan that may encompass any of the following:

  • Retirement planning (pre & post)
  • Buying a home and other major purchases
  • Education funding
  • Insurance and risk management
  • Cash-flow management
  • Income-tax planning
  • Charitable planning/gifting strategies
  • Multi-generational wealth management

Helping clients navigate through life-changing events such as marriage, divorce, or losing a spouse is a crucial aspect of how we help our clients achieve and maintain their financial goals.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    (806) 224-5488
  • E-Mail:
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Clients

Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
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