Our Services

• Integrated Financial Planning​, Retirement Planning, Tax Planning, Risk Assessment, Investment Management, Estate Planning 
• Portfolio design, implementation and reporting 
• Personal interaction with clients 
• Fees based on asset size rather than transactions 
• Continual monitoring of portfolios 
• Independent custody of portfolio assets at Fidelity 
• Protection of your assets with Fidelity's clearing firms, National Financial Services LLC ("NFS") 

Securities in accounts carried by NFS are protected in accordance with the Securities Investor Protection Corp ("SIPC")  For details see www.sipc.org  

1. Call (806) 798-1880 or click down below to schedule a complimentary initial meeting
2. Download the Initial Meeting Questionnaire, available at the bottom of this page
3. Print and complete the questionnaire
4. Fax, mail or bring the completed form to the office

Documents to Bring to Our First Meeting:

• 2 pay stubs
• 2 previous years tax returns
• Social Security statement
• Brokerage, retirement and workplace savings statement
• W-2s