personal financial planning, financial advisor in Dallas Fort Worth, financial advisor in Keller, TX, fee only financial planner, hourly financial planner, investment advice, retirement planning, college planning, divorce financial planning, budgeting and debt management
Objective Financial Advice
Tailored to your unique situation on a fee-only basis.
Your concerns may be retirement, college, changing careers, getting control of your finances, investing more effectively-- or likely some combination of those and others.
We take your goals, work with you to discover the best path to reach them, and define clear action steps to get you there.
I recently attended the Garrett Planning Network conference near Denver, CO. What a nice break from the Texas summer heat! One of the sessions highlighted an issue many of us are dealing with right … [Read More...]
It's time to reconsider whether making after-tax contributions to a 401k is a good financial planning strategy.
Prior to the IRS' ruling last fall, it was unclear whether you could convert … [Read More...]