Seeking a Financial Planning Partner?
If you’ve got ideas, we want to hear them. If you’re ready for a new approach, we have it. Together we’ll be successful...SEE HOW
Ready for Financial Independence?
There are no tract homes in financial planning. We can help you devise a customized plan to pursue your goals and prepare for retirement...LEARN MORE
Why Choose Us?
Character, moral strength and excellence is our mantra and how we do business. If you are seeking a long-term partnership, contact us today...READ MORE
If you would like to request online access to your accounts, please contact: Josh Hubman, (817) 717-3812.CLICK HERE TO LOG IN
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Tips on insuring your teen driver.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Calculating your potential Social Security benefit is a three-step process.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are hundreds of ETFs available. Should you invest in them?
Are Real Estate Investment Trusts right for your portfolio?
Smart investors take the time to separate emotion from fact.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The market is as unpredictable as the weather. We’d love to help you prepare.
If you died, what would happen to your email archives, social profiles and online accounts?