Client Service Experience
As our client you can expect to receive individual attention and support on an ongoing basis:
We encourage our clients to create a financial plan prior to making investment decisions. We will help you to refine your dreams into actionable goals and create a strategy to pursue those goals as efficiently and effectively as possible.
As the fiduciary responsible for your financial assets, we are dedicated to acting in your best interest when making recommendations about your savings and investment strategies. That includes making sure your investments are allocated appropriately for your personal risk tolerance and financial stage of life.
Using the College Pre-Approval Process™, our mission is to end the student loan crisis one family at a time by helping families make smarter college buying decisions. We help families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and save for a comfortable retirement at the same time.
Student Loan repayment is not a one size fits all solution. The are a number of options for repaying student loan debt. We evaluate your entire student loan portfolio and create a personalized repayment strategy that benefits your budget and your life.
Your personal financial website allows you to keep up to date and organized with your entire financial word. You can view your accounts, create and monitor your budget, and store important documents, and access this information at anytime from anywhere.
- Monthly Financial Newsletters; Quarterly Market Reviews
We like to provide clients with the opportunity to learn more about a variety of financial topics, including the economic and political forces that affect the financial markets. You will receive monthly & quarterly email newsletters on those topics and may opt out at any time.
- Financial Reviews
A crucial part of any investment plan is to review your accounts on a regular basis.
- Beneficiaries Reviewed Annually
Often times the best intentions go awry when beneficiary designations become outdated or obsolete. We will review your beneficiary information with you annually and recommend an estate attorney if needed or requested.
To ensure our client's assets are working in their best interest, we are pleased to review your insurance policies to ensure they are still providing the coverage you need at the rates you deserve.
To schedule an appointment you can give us a call at 972-233-1120, or use our Calendly link at the top of the page schedule a 30 minute consultation.