Broker Check

Company Name - City, State

4500 W. Eldorado Pkwy. Suite 1350, McKinney, TX 75070

P. 877.756.8669

What I Do

I advise clients in all aspects of their financial needs, from retirement and college planning, to estate planning, insurance, and investments of all types.

I Utilize a Four-Step Process

  1. I will take you through an in-depth process that will help you understand where you are from a financial planning standpoint.
  2. Once you have that understanding, I will work with you on where you would like to be, and when.
  3. Then I will create a customized financial roadmap to get you there.
  4. I will then monitor and adjust your road map as needed, so your financial goals and dreams are achieved.

I develop customized programs utilizing some of the following concepts:

  • Tax Management
  • Retirement Analysis
  • Risk Tolerance Assessment
  • Investment Strategies
  • Estate Planning
  • Insurance Assessment