In addition, to our retirement portfolio management we also offer a wide range of other wealth management services.  Attentive Investment Managers can assist with personal finance, estate planning, and education funding.  Our wealth management services incorporate investment portfolio management along with financial planning and considerations such as coordination with legal resources, tax professionals and banking needs.  

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Other Services

  • 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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  • 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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  • 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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  • Retirement Planning

    In the United States the personal savings rate is less than 5% of income.  It is important to understand we
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State officials have issued a shelter-in-place order for residents amid novel coronavirus concerns. As such, we will be suspending services at our physical office. 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.

We request that any contribution checks 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.