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There is no Time like the Present to begin Planning for Your Future

Retirement, investments, taxes, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.  It's all about pursuing both your short term and long term financial goals.

I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.  Together, we can develop and implement a plan to meet your financial goals

I am located in Mt. Pleasant, Texas, but provide investment services for all of the North East Texas area. 

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The Pre-Retirement Checklist

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Is a Variable Annuity Right for Me?

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Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right