Raeann Sarsfield, RJ, financial advisor, Southlake, TX
Raeann Sarsfield, CFP®, CPFA™
Financial Advisor Investment Management Consultant

Serving you. Well.

You are intimately familiar with your personal or organization’s financial objectives. We are steadfastly dedicated to helping you design strategies to help you reach those objectives and more.

Together, we are robustly capable of meeting the challenges you face and making progress toward your end goals. Our team, as your partner, offers customized strategies and objective advice well-suited to your needs. Our consultative approach is personal and distinctive to your mission and objectives. In short, our focus is – and always will be – on you.

Services we offer

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Business Owners

Business Owners

06/10/2018
Unique solutions for business owners and entrepreneurs.
Niches
Pre-Retirees

Pre-Retirees

06/10/2018
Helping you and your family prepare for the coming years in retirement.
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Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
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Women Investors

Women Investors

06/10/2018
Understanding the challenges women face and how to help.
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Families & Individuals

Families & Individuals

06/08/2018
A pragmatic approach to wealth management
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News & resources

Infographic: Debunking Social Security myths

Infographic: Debunking Social Security myths

Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity
When it comes to U.S. electricity demand, chatbots matter more than cars

When it comes to U.S. electricity demand, chatbots matter more than cars

07/15/2024
Artificial intelligence is set to become a game changer for the electric power industry, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
Economy & Policy
Walking the tightrope

Walking the tightrope

07/15/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Good June CPI print raises bets for rate cuts

Good June CPI print raises bets for rate cuts

07/12/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Key trends that are poised to drive the market

Key trends that are poised to drive the market

07/12/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
2024 election: Prepare for a sweep?

2024 election: Prepare for a sweep?

07/11/2024
Managing Director, Washington Policy Analyst Ed Mills breaks down the 2024 race for Congress and key issues Washington D.C. will tackle in 2025.
Economy & Policy
Webinar replay - City of lights, market of opportunities

Webinar replay - City of lights, market of opportunities

07/11/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Tailor your taxes for retirement

Tailor your taxes for retirement

From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
Identify the connection between net worth and risk tolerance

Identify the connection between net worth and risk tolerance

Understanding your risk profile is an important component of managing significant wealth.
Family & Lifestyle
Beyond demographics

Beyond demographics

07/08/2024
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes note that the global population is heading into a sustained decline for the first time in recorded history.
Economy & Policy
A recession is coming

A recession is coming

07/08/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Social Security's uncertain future?

Social Security's uncertain future?

It’s an election year, which means you can expect to hear presidential candidates being asked about their plan for preventing Social Security from going bankrupt.
Retirement & Longevity
Price is what you pay. Value is what you get.
Warren Buffett

An elevated advisory experience

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present. 
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