Broker Check

(972) 590-8808

Endorsed by Dave Ramsey Recession Watch Guided Wealth Portfolios Free Report: 7 Ways to Cut College Costs

Schedule your complimentary review with a CFP® Professional

Learn about the 5 key pitfalls that put your financial security at risk.

Develop a Financial Road Map for the next 12 months

Have a clearly defined action list of tasks to put your financial house in order.

Have more money

Gain more freedom of time and work toward financial peace by having an action plan in place.

<p>A Home Insurance Claim: To File Or Not To File</p>

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.
Learn More
<p>The Lowdown on Those Free Credit Scores</p>

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?
Learn More
<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
Learn More
<p>Red Flags for Tax Auditors</p>

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
Learn More

Have a Question

Thank you! Oops!