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Investing

Money can be a tremendous source of stress and heartache in our lives.  It can also be a tremendous blessing if managed properly.  Whether you have significant assets to manage or you are beginning to realize your financial affairs could use some attention, we have the tools, education, and background to provide services that fit your needs.

We believe in goals-based planning and we believe in relationships. We also believe all parts of a person's life matter when making financial goals -- today's circumstances, future dreams, family, career, recreation, etc. This is why we start by getting to know you and understanding what's important to you.

We set goals together and then help you lay out a plan to achieve those goals. As life changes, your goals will likely change too. Because we believe in relationships, we want to know about those changes so your financial plan can evolve too.  Schedule a visit with a Fort Worth CFP to get started on your goals today!

About Avantax

Ranked as one of the top 15 broker-dealer firms by Think Advisor 2019 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.

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What to Expect

We all start our journeys at different places, but we can all work towards financial freedom.

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Services / Products

We offer a wide variety of investment services including small business retirement plans, estate planning, 401(k) rollovers, IRAs, mutual funds, annuities, and more.

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Budget Coaching

Sometimes the best way to start is through a series of budget coaching sessions to tackle cash flow and debt management first.

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Schedule a Consultation

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."