Comprehensive planning with an emphasis on retirement planning. Most clients are retired or within five years of retirement. About 1/2 of our assets are traditional mutual funds and variable annuities while the other half is advisory business that is rep-managed by the owner using predominantly passive strategies and a two-bucket approach to retirement income planning. Most new accounts are advisory accounts with broad diversification and relatively low operating expenses. Our firm has four licensed staff (about to be five) and seven administrative staff to service about 700 households of which approximately 85% reside in the North Texas area. Our main office is in Fort Worth with satellite offices in Dallas and Las Colinas, Texas. We'd like to expand by helping and becoming the "succession plan" for advisors who share the same general philosophies that we do and want their clients to be well taken care of.

Last Activity
6 months or more

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Third Party Money Managers


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