Broker Check


1209 Hackworth St

Roanoke, TX 76262

 Our Services

How We Work

  • Independent Objective Portfolio Analysis
  • Future Income Analysis
  • Formulaic Investing
  • Roth Conversion Calculation
  • Asset Portfolio Cycle
  • Estate Distribution Review*
  • Estate Risk and Life Insurance Review*
  • Social Security Income Tax Analysis
  • Estate Planning Documents - Financial Review*
  • Asset-Based Long-Term Care Analysis
  • Pension Maximization Analysis (Spousal Interest and Income)
  • Life Insurance Review
  • Long-Term Care Risk Exposure Analysis
  • IRA Required Minimum Distribution Payout Schedule 
  • Legacy Enhancement Review

*Not an attorney. For specific advice regarding your estate planning documents, please consult with a qualified estate planning attorney.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (817) 488-9462