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I love helping people take care of their financial life. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Since 1982, I've enjoyed building many long-term relationships with people that encourages open and honest communication about their financial life. Call me at (903) 586-3494. Let's talk.
I create personalized strategies to help solve life's financial puzzles
Over 30 years of experience helping people through life's transitions
What you believe matters
I can help . . . find out how
You can expect a plan that will help you relax and feel confident about your money.
I believe one of the most important decisions you can make is committing to building a financial plan. While financial planning is a broad subject, I believe the most important thing you'll ever do is identify your financial blind spots. These are the things you may doing (or not doing) that's sabotaging your money and your financial future.
My financial models not only show you how to plan -- but why. My experience over the last 30 years is this kind of planning will give you confidence. You will have a plan in place . . . a plan to help you reach your goals and solve life's financial puzzles.
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