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Bridging the Confidence Gap Tuning Your Social Security Benefit The Latte Lie and Other Myths
Why Hire a Guide?

Why Hire a Guide?

In the world of roboadvisors and DIY wealth management, find out why working with a CERTIFIED FINANCIAL PLANNER(TM) is one of the best ways toward achieving your financial goals.

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Meet your Guides

Meet your Guides

With over 50 years of collective experience and two CERTFIED FINANCIAL PLANNERS(TM) on our team, we stand ready to advise you on an array of financial issues, from retirement and estate planning, to insurance coverage and tax reduction strategies.

About Us
Understanding the Fundamentals

Understanding the Fundamentals

One of our primary goals is educating our clients on the fundamentals of finance. Check out the videos below to learn more.

The right approach to your quest

Our Firm recognizes that each person comes from a unique experience and has their own goals for their financial journey. While each approach may be different, no matter what, our focus is always you.

Our Process

We create solutions that are custom-made toward meeting your financial goals.

Our Process

Legacy Planning

Protect what you have earned and leave a legacy to those you care about.

Advanced Financial Planning

Our Services

Need something else? See what else we have to offer.

Full Service List


  • Need help with your social security benefits? Login or create your account here.
  • Looking for help figuring out your mortgage? Click here for a helpful mortgage calculator.
  • Time for your RMD? Find out how much you need to withdraw with this RMD calculator by clicking here.
  • Are you a teacher in Texas looking to learn about your retirement? Login or create your TRS account here.

Ready to begin?

Click the button below to begin our full-service financial planning process.

Start your quest today

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