Broker Check

Our Mission

Retirement Planning Services – Garland, TX

To improve the retirement experience of our clients through personalized strategies, realistic advice, and solid, life-long relationships.

Value Proposition

We provide independence, simplicity, and clarity to complex financial issues by developing plans that are tailored to the specific needs of our clients while providing a personal client experience.

Core Values

Trustworthy 

Our team understands the importance of gaining and keeping client's trust. Clients can be absolutely confident that as they share information about their specific goals and personal financial position that the information will remain confidential and be met with professionalism.  Building long-term high trust relationships with our clients is key to their success in retirement and ours as their trusted advisors. 

Integrity

Simply put, we walk the talk as we work hard for our clients each day to do what we said we would do.  Our clients experience frequent communication, continuing education events, and prompt return of phone calls and e-mails as a part of our client service commitment.

Excellence

Continuing to learn, improve, innovate, and operate as a congruent team is how we strive to achieve a distinct advantage and a better experience for our clients.  

Dedication

After one visit to our office, you will understand the dedication that we have to our clients. Photos of our clients line the walls throughout our entire office illustrating the true focus that our clients are always first.  It will also be evident that each team member you meet has a passion for helping and serving others.  It is so important that clients always feel that they are the most important and that we never stop improving that we created a Client Advisory Board made up of clients to keep us accountable, while improving the client experience.