It is a passion of mine to work with those that serve students in an academic setting. ​

Through helping others, my practice has evolved into working primarily with faculty members and professors at colleges and universities across Texas.  I have specific expertise in helping 403(b) participants in the Texas Optional Retirement Plan (ORP).  
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We are an independent, objective and local presence that helps you get your investment accounts organized, consolidated and managed with a transparent financial plan and consistent communication that allows you to stop guessing about your retirement plan.

We are an independent investment and financial planning firm and we work directly for the ORP participants to manage their retirement assets and provide the financial advice needed with independence, objectivity and without sales commissions. Our private relationships with participants are separate and independent of a University or College. 
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​Most people benefit from developing a financial plan with an advisor.  Even if your ORP/TSA accounts are currently with Fidelity Investments or TIAA-CREF, or Pentegra we can assist you with developing an appropriate asset allocation and long-term retirement action plan.  You are a core part of our business, and our professional service offering is modeled with you, the ORP participant, in mind.  If the self-directed approach has left you with a feeling of no direction, we encourage you to call us.
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Many people don't realize how a financial plan could have benefited them until it is too late. Years of overpaying service provider fees can eat into your investment return in a way that cannot be recouped later. It is worth taking a holistic look at your strategy and discussing it with someone that has the knowledge to compare it to other options. 

We provide:​​
  • ORP/TSA portfolio management using, no-load, low expense mutual funds
  • Ongoing portfolio monitoring and rebalancing
  • Access to a broad selection of mutual fund families–not a variable annuity product
  • Retirement and financial planning advice tailored to your needs
  • Access to a team of local, experienced professionals
​I am interested in building new client relationships and maintaining the highest level of service to existing clients. I would encourage you to contact me for a no-obligation, no-hassle, free initial consultation. I will provide you with the following: a risk/reward assessment, a summary of total costs of your current ORP provider, an investment action plan and an overall financial planning assessment. 

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Our role with participants:

It is important to understand that we are not listed as a vendor and that we are not endorsed by any particular college, university or specific ORP provider.  We provide advisory services directly to the ORP participants and the participant authorizes our firm to deduct our advisory fee from their accounts or agrees to an hourly negotiated rate for professional advisory services.  We will formally acknowledge our fiduciary duty to clients and the rendering of financial advice only upon the execution of our advisory agreement with clients.   The ORP providers that our clients utilize (Pentegra Retirement Services, Fidelity Investments and TIAA-CREF) are separate, unaffiliated entities from our company Amicus Financial Advisors.  Participants may pay certain investment advisory fees as governed by Texas law under Texas Administrative Code, Title 19 Education, under Part I of the Texas Higher Education Coordinating Board, Chapter 25 Optional Retirement Program, Rule 25.6.  Amicus Financial Advisors is a Registered Investment Advisory firm with the U.S. Securities and Exchange Commission. Additional disclosures can found at www.amicusfinancialadvisors.com