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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Nov 1, 2021
Categories
Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial...
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For Financial Planning Success Consider the Impact of Behavioral Finance

Oct 1, 2021
Categories
Estate Planning
Finance
FINRA Reviewed
The success or failure of a financial plan is driven by a variety of possible influences. Factors like the right rate of...
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Have a Long Term goal? Financial Planning can Help You get you there

Sep 1, 2021
Categories
Finance
After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are...
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Credit cards in wallet in back pocket.

Personal Loans and Credit Card Payoffs - What You Need To Know

Aug 1, 2021
Categories
Education
Finance
FINRA Reviewed
Credit
With credit card interest rates ranging between 11% and 22%, it’s no wonder people are looking for alternative ways to...
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Businesswoman looking at her phone

The Pros and Cons of Investment Apps

Jul 1, 2021
Categories
Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional...
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Row of townhomes

Selling Your Home After Retirement: The Benefits of Downsizing

Jun 1, 2021
Categories
Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Row of classic cars.

Buying vs. Leasing: Tips for Stretching your Car Budget as Far as it can Go

May 1, 2021
For some a car is simply a means of getting from point A to point B; for others it’s a status symbol. Cars are a hobby...
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Financial Resolutions: 6 Tips to keep you Accountable

Apr 1, 2021
After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the...
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Man with glasses leaning against a wall

Common Investor Biases and How They Can Impact Your Finances

Mar 1, 2021
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common...
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The Basics of Paycheck Protection Program Loans: Round Two

Feb 1, 2021
The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses...
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Hand holding a house key

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Jan 1, 2021
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse...
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Vintage white car with tan interior

How to Finance Your Dream Car

Dec 1, 2020
Car ownership is necessary for many of us to get around, especially for those who live far from public transportation...
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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

 

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  • About Us
    • Team
    • Our Philosophy
    • How We Help
    • Who We Serve
    • Business Owners
    • Families
    • Individuals
  • Product and Services
    • Education Planning
    • Estate Planning
    • Investment Planning
    • Retirement Planning
    • Insurance Planning
    • Financial Planning
  • Resources
    • Useful Websites
    • Calculator Library
    • Sign up for monthly newsletter
  • Client Login
  • Blog
  • Our Process
  • Events
  • Contact Us

Company address

912 Travis Ave
Fort Worth, TX 76104

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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