Our team operates a financial planning practice out of North Dallas and currently works with over 400 clients across 30 states from California, to New York, down to Florida. Our clients primarily consist of attorneys, physicians, business owners, and executives. Our planning philosophy integrates risk management and investment strategy, all centered around long-term consistent results to optimize our clients' net worth and reduce uncertainty. In other words, our goal is to make our clients' financial position bulletproof. Areas of Expertise: - Financial Planning - Wealth Management/Strategy - Retirement Distribution - Life & Disability Insurance