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West Texas Office
1921 E 37th St.
Suite B2
Odessa, TX 79762
T: 432.367.5500
F: 432.368.4145
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North Texas Office
109 N Ballard Ave
Wylie, TX 75098
T: 972.521.8282
F: 972.521.1682
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Retirement Planning
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Infographic
Mastering a significant wealth event
Whether sudden or planned, the right steps can help you take charge of your newfound assets.
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Family & Lifestyle
Crafting a retirement that evolves with you
How high-net-worth individuals can make the most of retirement, from new ways of investing to preparing for the unexpected.
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Retirement & Longevity
10 common scams and how to avoid them
Familiarize yourself with these common swindles, often targeting retirees.
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Technology & Innovation
The good business of saving for someone else's retirement
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
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Business Ownership
Infographic: Debunking Social Security myths
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
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Retirement & Longevity
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
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Retirement & Longevity
Identify the connection between net worth and risk tolerance
Understanding your risk profile is an important component of managing significant wealth.
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Family & Lifestyle
Pay off debt with a plan in mind
Strategies for minimizing interest payments and eliminating debt.
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Family & Lifestyle
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