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Let's find some ways to help.

An on-going and personal relationship is at the center of everything we do.

First comes fact-finding, listening, and understanding. From there, we present options and make recommendations. Creating a plan that helps you move towards your financial goals involves blending a number of different disciplines, and we have experience in a variety of fields necessary to help you plot the right course.

As part of your written financial plan, we can help you navigate a variety of different strategies, including:

Retirement Planning

  • Cash requirement projections
  • IRAs and Roth IRAs
  • Workplace investing
  • Tax-deferred annuities
  • Other retirement accounts

Portfolio Management

  • We combine decades of experience with sophisticated technology to ensure your portfolio balances your needs with your risk tolerance.
  • We follow a fiduciary standard, acting in your best interest as we craft your portfolio and manage your investments.
  • Available for IRAs, after-tax accounts, trust accounts, and Texas ORP, 403(b), and 457 accounts (if allowed by your school).
Investing involves risk, including possible loss of principal.

Education funding

  • Understand the differences between pre-paid tuition plans, 529 investments, and trusts.
  • Project future costs and create an appropriate investment plan.
  • Determine whether to use an in-state 529 or look out of state.

Risk Management

Ensuring that you are properly prepared with:

  • Sufficient life insurance to cover expenses and loss of revenue in your passing.
  • Long-term care insurance to protect the assets you’ve built.

Cash Management

  • Daily cash sweeps allocate your cash across numerous FDIC-insured banks (automatically keeping your account's balance under the FDIC limit at each bank)
  • Premier Plus Checking: a simple, effective way to access and manage all of your spending, savings, and cash rewards from a single location.
  • Collateral Lending Solutions: provides you access to capital without liquidating assets in your non-retirement accounts.

Philanthropic Insight

  • To help you plan your legacy, we offer innovative resources to help you provide for your favorite charities and endowments.
  • We can help you navigate your charitable giving options to ensure your gifts are as impactful as possible. 

Schedule a Call