Get in touch.
Call us, email us, or fill out the form, and a member of our team will respond.
- Phone
- (469) 246-3616
- Office
- 6201 Dallas Pkwy #230
Plano, TX 75024
Find us.
What happens next.
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01
We reach out
A member of our team will contact you to find a time that works.
-
02
Your first meeting
We talk about your goals, your concerns, and your complete financial situation. No charge, no obligation.
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03
Your plan
Between meetings, we build a customized plan around what you shared.
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04
Your second meeting
We walk through the plan and our Invest and Protect approach, answer your questions, and review costs openly. You decide whether to move forward.
Before you call.
Last reviewed: October 2026
Have a question that isn't here? Start with a conversation.
Is there a cost for the first two meetings?
No. Our first two meetings come with no charge and no obligation. In the first, we learn about your goals and full financial picture. In the second, we walk you through your customized plan and our Invest and Protect approach, and we review all costs openly.
What happens at the first meeting?
We start with your life, including your goals, objectives, and concerns. Then we talk about your accounts and your complete financial situation. There is no charge and no obligation.
Can we meet by Zoom or phone?
Yes. You can meet with us in person at our Plano office, by Zoom, or by phone, whichever is easier for you.
What should I bring to my first meeting?
Bring recent statements for your accounts, your most recent tax return, and a list of your goals and questions. If you have them, also bring pension and Social Security information, insurance policies, and estate planning documents.
Where is your office?
Our office is at 6201 Dallas Pkwy #230, Plano, Texas 75024. You can reach us at (469) 246-3616.
This information is general and educational. It is not personalized investment, tax, or legal advice. Figures and rules shown reflect 2026 and can change. Investing involves risk, including the possible loss of principal.
