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Family and Individual Planning

We create strategies that are tailored to your needs and goals.

We believe in using a needs based approach when working with clients.  As independent advisors, we are able to help clients identify their needs, and then assist in finding products/investments to meet those needs.  We represent a number of investment providers that allow us to tailor a plan to meet your goals.  Areas where we can assist clients include:

  • Retirement Savings Plans – IRA, Roth IRA, 403B, Roth 403B
  • Life Insurance Needs
  • College Savings Plans
  • Small Business Savings Plans – SEP, Simple IRA, 401K

If you are a member of the Teacher Retirement System (TRS) or the Employee Retirement System of Texas (ERS), we are here for you.  Let us put our experience of working with public school and state employees since 2001 to work for you.  We can help you better understand how these pension plans work, what your estimated retirement income might be, and how these plans could affect other retirement incomes you might be entitled to.