Skip to content
mega_bkgd

Start by reaching out.

Our team of advisors provide you with the tools and education to make the smart, long-term investment choices to fit your lifestyle. Most of all, we help you completely understand all suitable options.

Talk to one of our financial advisors today and let's partner together for your future.

FIND OUT HOW >>

Are you searching for someone who can help build your trust, create a valuable connection, and guide you to financial stability?
insights_header

Insights

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

John Bullman, CFA, CAIA5 min read

2023 Market Update

We're recapping 2023. From recession fears to a surprising market rally, we're unraveling ...
Start Reading
Josh Orton, CFP®7 min read

Retirement Planning Steps You Can Take Today

Retirement is the ultimate goal for most Americans today, and this goal can be daunting ...
Start Reading
Josh Orton, CFP®3 min read

What is a financial plan? Do I need one?

What is a Financial Plan? The CFP Board (Certified Financial Planner Board of Standards) ...
Start Reading
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. ...
Start Reading
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 ...
Start Reading
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 ...
Start Reading
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 ...
Start Reading
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 ...
Start Reading
Miller Bentley, Financial Advisor4 min read

Predictions of Hope

A common theme that resonated throughout most literature in predictions for 2021 was ...
Start Reading
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 ...
Start Reading

Talk to one of our financial advisors today and let's partner together for your future.