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Insights

Your source information pertaining to investment management, financial/business planning, insurance services, and retirement guidance.

Natalie Irwin, Operations Manager, Financial Adivsors2 min read

Why You May Need a Financial Advisor

In today’s climate of uncertainty, it is never too late to build a plan for success. ...
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Natalie Irwin, Operations Manager, Financial Adivsors3 min read

Savings 101: Pay Yourself First

When payday comes, where does your money go? A good rule of thumb is to pay yourself ...
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Tylynn Guidry4 min read

Misconceptions of Real Estate Investing

Real estate is an investment that requires patience, preparation, and planning.
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Miller Bentley, Financial Advisor4 min read

What You Need to Know About the Market in 2022

Growing up in the southwest my family undertook a couple of cross-country road trips that ...
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Miller Bentley, Financial Advisor3 min read

What happened in Q3?

Three-quarters of the way through 2021 and it seems like the year just started in many ...
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Miller Bentley, Financial Advisor4 min read

2021 Still Seeing Upwards Momentum

Just a short month ago brought me and my wife to a local Dallas hospital, but thankfully ...
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Miller Bentley, Financial Advisor4 min read

Predictions of Hope

A common theme that resonated throughout most literature in predictions for 2021 was ...
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Miller Bentley, Financial Advisor1 min read

It's time for a financial review

Each year, at least once per year, a thorough checkup can help extend the life and keep ...
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Miller Bentley, Financial Advisor4 min read

Finding the Right Benchmark

Growing up the youngest of three children was certainly an adventure, always having ...
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Miller Bentley, Financial Advisor3 min read

Wealth Savings for the Long Term: Mortgage Refinance

The broad market has been under extreme pressure over the past year, which has led to the ...
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Talk to one of our financial advisors today and let's partner together for your future.