Financial planning can be complex, we can help

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 Process &#38; Products<br/>

Our Process & Products

From college savings to retirement and everything in between.

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Who We Serve<br/>

Who We Serve

Years of experience have prepared us to guide you through life's transitions.

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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.

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Weekly Market Commentary

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

Download Market Commentary

Download Economic Commentary

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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