We offer a wide array of financial and investment services to include: Account types we specialize in are:

We offer a hands-on approach to all of our services that also include Quarterly Portfolio Updates and Newsletters, Retirement plan participant education, all with access to over 10,000 Mutual Funds for selection and over 4,000 No Fee Funds.

Other Services

  • Wealth Management

    In addition, to our retirement portfolio management we also offer a wide range of other wealth management services.  Attentive Investment
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  • Financial Planning

    Your choice of the right financial professional is not a simple one. It could also be the most significant investment
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  • 401K Services

    Our firm's staff specializes in the administration of profit sharing, money purchase, 401(k), and non-qualified tax-deferred compensation retirement plans. Our
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  • Employment Retirement Programs

    SEP (Simplified Employee Pension) and SIMPLE (Savings Investment Match Plan for Employees) IRA’s are a great way for small businesses
    Read More
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Due to renewed State orders for shelter-in-place we will be modifying our office operations. We will be suspending services at our physical office for the public. However, we are available to you via web meeting (zoom), email and telephone (Phone lines have been forwarded to our personal cell phones) during regular business hours. We will be able to fully service all your investment needs with no interruption.

You may drop contribution checks at our office through the mail slot or they may be mailed directly to TD Ameritrade (address listed below). Please be sure to notate your account number on the check.

TD Ameritrade
PO BOX 650567
Dallas, TX 75265-0567

Rest assured that we will continue to monitor your investments and market conditions on an ongoing basis with no interruption. Should you have any questions or concerns please feel free to contact us.

We will navigate this crisis as best we can, coming together and making shared sacrifices. We hope that we can help to slow down the effect of this virus together and solve this swiftly. We also wish everyone well and would like to extend our gratitude for your patience during these trying times. Continue to watch for updates from us.