We understand that many firms do not have a exit strategy for themselves or their clients. We are here to provide that for firms that are seeking support once they are ready to retire. We are a comprehensive financial and estate planning firm. We provide a relational team approach vs assigning one person to a client. We have different advisors involved to help in areas of tax planning, medicare, life, annuities and wealth management using the institutional firm Sterling Capital. RIA is Advisor Excel Wealth Management. We use portfolios using ETF, Mutual Funds, tax efficient models and REITS. We work on a fiduciary standard. Licensed as Investment Advisor Representatives, Texas Dept. of Insurance for Life, Fixed Indexed Annuities, Long Term Care and Medicare. We also do estate death settlements for families.
In business for over 20 yrs with high touch to our clients and their families in a very relational way.
Mark Pruitt was selected as the 2012 Senior Market Advisor of the Year. We are looking to continue to grow our practice with a team that is hear to stay. We own our building newly built in June 2019 in Carrollton Tx. Mark's daughter has her degree in finance, works with the firm and will be the next generation of this firm. We have other members of the team that are CFP, CPA, licensed attorney, IAR's, Insurance, Medicare licensed and trained in Social Security Strategies.