We believe in the importance of delivering custom services based on your family’s specific needs and dreams for the future.
We take time to get to know you, and we introduce a suite of services to solve your specific challenges.

RETIREMENT PLAN ROLLOVERS

We help initiate the retirement plan rollover process by coordinating with your existing plan provider to ensure a tax-free transfer of assets. We then invest those assets in a manner that complements your overall portfolio and helps you achieve your long-term goals.

SIMPLIFIED EMPLOYEE PENSION (SEP) PLAN

We help small business owners and self-employed individuals establish SEP IRAs to enhance their retirement savings. The benefit of these plans is that they provide the employer with a tax deduction for contributions to the plan, while helping employees save for retirement.

LIFE INSURANCE

Life insurance can play an important role in protecting your wealth and providing for your loved ones should the unexpected occur. We help identify relevant policies that meet your particular needs. We can also implement certain life insurance solutions that can create tax-free retirement income, allow you to save for children and grandchildren’s education and provide funding for special needs.

ANNUITIES

One of the most important pieces of a successful retirement is establishing a source of money to last for the rest of your life. As you near retirement, we help evaluate opportunities to provide lifetime monthly income. Based on your specific needs, we implement a low-risk income strategy to cover your monthly expenses. This may include appropriate annuities that provide monthly lifetime payments.

MARKET-RISK-FREE PRODUCTS

We believe it is important to take a certain percentage of your net worth out of the market. With this portion, we invest in market-risk-free products, such as CDs. This part of your portfolio provides stability so we can seek growth in other areas.

LONG-TERM CARE

Health care is one of the largest expenses faced by Americans in retirement. It’s important to plan for unexpected medical expenses and long-term care costs so they don’t erode your retirement savings. Long-term care insurance can help pay for the expenses of a nursing home, assisted living facility or home health care services. We help you determine the optimal time to purchase long-term care insurance, and we identify specific policies that we believe have the best chance of meeting your specific needs.

LIVING TRUSTS AND WILLS

We partner with your attorney to help develop custom trusts and wills that help achieve your legacy goals while complementing your overall financial plan and investment portfolio.

Get In Touch

Interested in learning more about how we can help your family on the path toward financial security?
Contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you.

  • Address2461 FM 1446 Waxahachie, TX 75167