​How long have you been in business?

Our firm was founded in 2003 and we are an SEC  Registered Investment Advisor located in Lubbock, Texas.  I am a partner in the firm and also serve our clients as an advisor. As part of the leadership team, my obligation is to the success of the firm and all of our client relationships.  I have been active in the investments and financial planning business for over 16 years.  I have a B.S. in Personal Financial Planning from Texas Tech University.  In my career, I have been fortunate to have worked for and have been trained by the best in the business.  My areas of expertise include investment policy design and implementation, asset allocation strategies, investment analysis and research, retirement plan selection for businesses, pre and post retirement planning, retirement plan distribution methods, providing guidance to endowment and foundations and providing guidance to clients on other personal finance matters.
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Why do you use Schwab Institutional, Fidelity Investments, TD Ameritade, TIAA-CREF and Pentegra Retirement Services?

The custodians provide our firm access to their institutional trading and operations services, access to investment products and services.  The custodians are separate, unaffiliated entities.  Schwab Institutional, Fidelity Investments, TD Ameritrade, TIAA-CREF and Pentegra Retirement Services generally do not charge our clients for custody of their investment assets, but they (the custodians) are compensated by commissions or other transaction-related fees for securities executed through the custodians.
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How do you assess risk tolerance? Why is this so important?

Want to get started organizing your financial life?  Download this free workbook. 

Organizing your financial life takes focus, preparation and determination.  Download the workbook here. 
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What does an independent, objective advisor truly mean?
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What are your fees?

For a complete description of our fees, please see the Amicus brochure document.  adv_part2a_-_afa_revised_07282018_final_mdp.pdf
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    Additional questions? Don't hesitate to ask.