What we do...

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Personal Finance

  • An Introduction To Budgeting

  • Life Cycle Planning

  • Selling Your Home

  • The Time Value Of Money

  • Year End Financial Planning

  • Your Personal Financial Statements

Small Business

  • Choosing A Business Continuation Plan

  • Loss Of A Key Employee

  • Managing Your Assets

  • Implementing A Cafeteria Plan

Life, Health & Disability Insurance

  • Life Insurance Basics

  • Introduction to Health Insurance

  • Permanent Life Insurance

  • Implementing A Cafeteria Plan

  • Introduction to Disability Insurance

  • Disability Statistics

Estate & Financial Planning

  • Introduction to Financial Planning

  • Introduction to Retirement Planning

  • Charitable Remainder Trusts

  • Introduction to Estate Planning

  • Annuity Basics

  • A Will That Meets Your Needs

  • Gift Giving Strategies

  • Use Of Living Trusts

Medicare & Long-Term Care

  • Introduction to Medicare

  • Introduction to Long-Term Care

  • Understanding Long Term Care

  • Medicare Advantage

  • Medicare Part A

  • Medicare Part B

  • Medicare Part D

  • Medigap Policies

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.
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3309 Winthrop Avenue Suite 92
Fort Worth, TX 76116
O: (817) 763-0115
M: (817) 994-6948
F: (817) 763-0156

Live in the freedom

"There is more money to be had by avoiding the losses then in trying to pick the winners!"

Income Tax Planning

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