Request an Appointment with a CFP® Professional

Appointment times are M - F 9AM, 12 Noon, and 3 PM.  Call 972-840-3764.

A comprehensive evaluation is provided at no charge. 
Please bring the items listed below:

Current Paycheck Stub(s)

Monthly Expense Analysis

401(k) Statement and Investment Choices

Pension Plan Estimates

Most Recent Tax Return

Statements from All Investments

Social Security Statement

Retiree Healthcare Cost / Coverage