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.

Market/Economic Update

Discover the latest market and economic insights every quarter straight from John Bullman, our Chief Investment Officer.

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
Miller Bentley, Financial Advisor4 min read

Finding the Right Benchmark

Growing up the youngest of three children was certainly an adventure, always having ...
Start Reading
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 ...
Start Reading
Miller Bentley, Financial Advisor6 min read

Getting Ahead of Estate Planning

As the deadly coronavirus swept the world, many took precautionary steps to keep ...
Start Reading
Miller Bentley, Financial Advisor1 min read

FDIC Sweep Program & Brokered CDs

Cash is king, so keep it safe The past few months have brought to light some ...
Start Reading
Miller Bentley, Financial Advisor4 min read

The SECURE Act and Its Application to Your Financial Well-Being

With the new year comes new endeavors, goals, and even laws. Effective December 31, 2019, ...
Start Reading
Miller Bentley, Financial Advisor3 min read

Boost your future with a sound financial plan

It is tough to watch the Dallas Cowboys lose another game and not question what is going ...
Start Reading

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