FAQs

What are your fees?

Our compensation structure is fee-based and depends on the specific financial service offered. We believe transparency is important, and fee details are discussed during your initial consultation.

Which states are you licensed to work in?

We are licensed to provide financial advisory services in Texas.

Are you a fiduciary?

I am held to a fiduciary standard of conduct when I am engaged in investment advisory activities, This means that I must put your interests ahead of my own and my firm. I am not held to a fiduciary standard of conduct when I am engaged in other than investment advisory activities.

What services do you provide?

We provide comprehensive financial planning for pre-retirees and retirees in the following five core areas: Retirement Income Planning, Investment Planning & Wealth Management, Tax Planning, Insurance Planning & Risk Management, and Legacy Planning.

Who do you work with?

We work primarily with retirees and pre-retirees who are seeking guidance on managing their wealth, planning retirement income, and exploring investment options. Our process is focused on individuals looking for clear, thoughtful advice.

How do I get started?

To begin, you can contact us through our website or email. We will schedule an initial meeting to discuss your financial situation and goals so we can determine the best way to assist you.

What should I bring to the first meeting?

It’s helpful to bring a summary of your current financial accounts, retirement statements, insurance policies, and any questions or concerns you may have. This ensures our discussion is focused and productive.