Now is the time to begin Planning for Your Future

Retirement, investments, taxes, estate planning: the list of financial concerns facing you today can feel overwhelming. And there are no easy answers. It's all about pursuing both your short term and long-term financial goals.

We have a passion for helping people through all of life's phases; whether you're starting a family, saving for college, navigating divorce or career changes, or looking toward retirement. Together, we can develop and implement a plan to work toward your financial goals.

Our main office is located in Mount Pleasant, Texas, and we also service clients in Texarkana and surrounding areas. Our staff is licensed to provide investment and financial planning services throughout the states of Texas, Arkansas and Oklahoma. 

Our History

Our History

Over 50 years combined experience helping clients.

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Our Process

Our Process

We create strategies that are tailored to your goals.

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Our Values

Our Values

We operate our business with ethics and integrity.

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Resources

Resources

Information and videos on types of investments.

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WORDS OF WISDOM

"An investment in knowledge pays the best interest."

- Benjamin Franklin

OUR TEAM

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Women and Investing

Women face unique challenges when it comes to achieving financial freedom and solvency. This whitepaper explores the investing pitfalls women—and all investors—should avoid when taking control of their financial futures.

Become part of the family!

Become part of the family!

When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

Weekly Market Commentary

Each week the LPL Financial Research Team assembles thoughtful insight on market and economic news.

Download Market Commentary

Download Economic Commentary

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Do You Know These 4 Critical Social Security Facts?

In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today.



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