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
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Recent changes in estate tax laws could affect the strategy you have in place.
If you died, what would happen to your email archives, social profiles and online accounts?
There are three things to consider before dipping into retirement savings to pay for college.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Even low inflation rates can pose a threat to investment returns.