Dallas/Fort Worth, TX Headquarters

Our team is specially-trained to create comprehensive financial and social strategies for those with special needs — bridging the gap between community, government, and long-term support to help them live the lives they desire.

Are you so busy taking care of day-to-day operations that you don't have time to think about the future financial security of your business? If so, you are not alone.  However, we can work with you to lift that burden and address significant issues such as business continuation and employee benefits that help attract, reward and retain key employees.

Estate planning impacts everyone, not just the wealthy. With careful planning, you can decide how you will pass on your estate to your heirs, reduce or eliminate taxes, and provide liquidity to cover taxes, debts and other final expenses. Without it, the government may decide for you.

Today, we're faced with two big dilemmas: saving enough for retirement, and stretching those savings, as Americans are living longer, more productive lives. A comfortable retirement will likely depend on personal savings and self-funded retirement plans. We can help you plan and prepare ahead of time so you can comfortably enjoy retirement.

What risks do you face in your business or personal life? Have you taken the necessary steps to protect yourself against potential loss? We will work with you to help assess your risks, show you how to manage them effectively, look for opportunities to avoid unnecessary risk, and help make sure any losses you experience are minimal.

Building wealth takes planning discipline, a long-term strategy and commitment. We develop a strategy that matches your comfort level with risk, return and accessibility. It is never too early to start building your wealth to help you fully realize all life's possibilities.