"Building your financial future"

We are a group of dedicated individuals providing comprehensive financial services and focus on the 8 areas we believe are vital to our client’s financial future.


  •    Investment management planning issues*
  •    Family risk management planning issues
  •    Cash flow and debt management planning issues
  •    Retirement and distribution planning issues
  •    Estate planning issues
  •    Educational planning issues
  •    Tax planning issues
  •    Special situations planning issues
We have aligned ourselves with attorneys and mortgage professionals.  A vital part of our team is also our Broker Dealer, H.D. Vest Investment ServicesSM and their corporate owner Wells Fargo & Company.
 
Our relationship with H.D. Vest Investment ServicesSM is unique in that it allows us to be completely independent and provides us with a high level of service. Not only do they provide us with the latest in Financial Planning resources but they provide unparalleled due diligence process in gauging & monitoring the myriad of products available.
 
We deliver this service locally and in a highly personalized way. We stay disciplined & focused on our client’s goals, needs and risk tolerance. We also recognize the importance of educating our clients along the way so they will have the tools necessary to assist them in making wise decisions. To enhance their knowledge in the various fields of wealth management, several times a year our clients will be invited to join us at an educational event that we will host.


And we want to commit this to you as well!
 
 
Deborah A Towers, EA, CSA **
Gale J Hatley. EA, CSA *
Mary K Polidoro, CSA *
 
*Securities offered through H.D. Vest Investment ServicesSM,
**Advisory services offered through H.D. Vest Advisory ServicesSM.
 
Member SIPC Non-bank subsidiaries of Wells Fargo & Company
6333 N. State Highway, 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Newsletters

A Retirement Plan for One

Although most large companies are moving away from traditional defined-benefit plans, a solo defined-benefit plan may be an attractive pension option of you are a sole proprietor or if you are self-employed.

Poverty and the Modern Millionaire

Being a millionaire retiree has never really been the status quo – but now this amount may not be nearly enough to maintain even a modest retirement lifestyle.

Social Security Quiz

Test your knowledge about Social Security with this short quiz.

The Trouble with Timing

The speculation that drives market timing can often cause investors to get in right before a downturn or to flee before realizing potential gains.

More Newsletters →