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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. 

Helpful Content

Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.