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+1 682-214-2330
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| 105 E Oak St Ste 101, Mansfield, TX, 76063 | |
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Specialties
Our first priority is determining your main goals and objectives. We are not a fit for everyone. We are specific in our focus. If you goal is preservation of assets; we are experts in low risk/no risk investment strategies (which means we stay away from the stock market).
If you goal is wealth accumulation; we are experts at setting up modified Roth accounts for our clients. These accounts give you the benefits of a Roth but take off the Roth «handcuffs.»
Call us to schedule a 15 minute phone consultation with one of the partners from our firm.
