Our Services

Schedule A Meeting

Schedule A Meeting

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

We do not sell products or insurance policies.

Schedule A Meeting

Schedule A Meeting

Schedule A Meeting

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

Documents if available 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

Click here to schedule a meeting