What’s Your Holistic Financial Score?
Take our Free Assessment – Your Financial Future Demands a Holistic Approach
We aspire to be healthier, more productive, to enjoy time with our families, and become more financially secure. But how? Asking yourself 10 simple questions can help you figure out who you are and where you want to go. With our easy to use Financial Scorecard you’ll make important discoveries about where you’re at financially — and what areas to focus on in the future.
Download the PDF, fill-out and call to schedule your Free Consultation.
Protect Your Wealth, Grow Your Wealth
Wealth Planning is an opportunity for families to define their values while creating long-term objectives to their wealth, by preserving wealth and developing an effective approach to pass it from generation to generation.
Coverage for Individuals and Groups
Life insurance, payable when you die, can provide a surviving spouse, children, and other dependents the funds necessary to help maintain their standards of living, can help repay debt, and can help fund education tuition costs.
For Urgent Geriatric Long-Term Care
Navigating Medicaid’s rules and regulations can be a confusing minefield of frustration and stress for many seniors and their families. We specialize in working with your family attorney on an effective, fully integrated asset protection plan .
Protect Your Family Fortune
Estate planning can give you peace of mind by planning for the uncertain future events, expressing your wishes, and also potentially avoiding probate and/or estate taxes at your death – include a power of attorney for finances, advance directive, will, and revocable living trust.
Enjoy Retirement, Plan Today
Retirement planning is the process of deciding what your retirement goals are and the actions and decisions you need to undertake – by estimating expenses and saving and identifying other sources of potential retirement income.
Strategies and Options
Many employers are now offering financial planning services as part of employee benefit packages – including paid consultations with financial advisers and assistance with budgeting, long-term financial planning and devising solid investment strategies.
Call us toll free 800-436-1213 today and meet with our Wealth Planning Team.
East Texas’ Premier Financial Planning Firm
Our mission is to inspire and motivate people to be proactive and to live their lives on purpose. We are proud to have served from our home in Tyler for over 30 years.