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Call our Direct Line (972)900-3555

Call our Direct Line (972)900-3555


Enjoy Your Everyday Financial Life

YOUR MONEY AND TAXES DO NOT HAVE TO BE COMPLICATED

We take great pride in our ability to take on your stress caused by your day-to-day financial delimnas.  Over the years our clients have benefited from the way we step up to the plate for you and provide a calm for you.

What makes us different.  That's very simple to answer. We are capable of providing you multiple financial disciplines. From organizing your finances, to filing your taxes returns, to managing your wealth and insurance.

We have 32 happy years of experience in tax and accounting and 29 years in wealth management.

Our experience includes holding Financial Executive positions with Merrill Lynch, UBS (PaineWebber), AIG Advisory Group and now with Sagepoint Financial, Inc.


Accounting and Federal and State Tax Services

Accounting and Federal and State Tax Services

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Easing your stress with our Family Services

Easing your stress with our Family Services

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Investment and Retirement Cash Flow Planning Services

Investment and Retirement Cash Flow Planning Services

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Sound Financial Strategies For Today's Markets

Sound Financial Strategies For Today's Markets

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth or preserve your assets, or you simply want to take care of your family, our personalized service focuses on your needs, wants, and long-term goals.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Watching for the Next Big Wave!

Watching for the Next Big Wave!

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

We must include long term trends in our decision making.  For example the implications of the  Baby Boom after WWII, the upcoming effects of Entitlements and prospects for economic changes such as inflation and also the low interest environment we face.

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

Winston Churchill. “For a nation to try to tax itself into prosperity is like a man standing in a bucket and trying to lift himself up by the handle.”

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