Our focus is on planning a financial future that helps you achieve your goals.
We work with you to gain a thorough understanding of your needs and aspirations. This knowledge is key to implementing the strategy designed to help you to achieve the lifestyle that you envision. We help people consider important factors in their plans through:
- Retirement Planning
- Investment Planning
- Investment Management
- Cash Flow Planning
- Risk Management
- Insurance Planning
- Tax Planning
- Estate Planning
- Education Planning
Texas University Employees: We have specific expertise in advising professors and employees of Texas universities who are participants of the Optional Retirement Plan. Find more information on this specialized service here.
Investments: We offer a model of investing based not on speculation but on financial science and decades of research. Learn more about our investment strategies here.
Retirement Planning: We help you consider the important factors that influence the timing and comfort of your retirement. Learn about two of the many variables we help you plan around in the videos below.