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771 Sandy Lane
Flower Mound, TX 75022

Phone:

469-451-5270 Cell 972-849-6633

Fax:

800-691-5736

E-mail:

FREEDOM TO LIVE.

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Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Details 401(k) contribution and catch-up limits for maximizing savings.

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Here are some ideas to help pursue a life of financial freedom.

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This article explains newly implemented and upcoming tariffs and their potential economic impact.

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In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Estimate the future value of your current savings.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

How Long Will It Take to Pay my Balance?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck