Life Planning

Planning All Alone

When it comes to your money, your retirement, or your Life plan…shouldn't you get a second opinion? You may be on the right track, but if you are not, don’t you want to know?

Veterans Administration Benefit Planning

VA claim specialist Brian Byars joins us this week on our Life Planning 101 podcast to share some important information regarding VA program aid. Please contact our office if you have any questions or would like a copy of the VA Claim Checklist. 254-629-3863.

Is it Possible to Never Pay Taxes Again?

There are seasons for everything in life. You can either let them pass you by or you can thrive in them. Now is the season for planning.

Attention Business Owners

3 planning strategies utilized to potentially help business owners protect assets, plan for their futures, and take care of their families.

Family-Centric Estate Planning

Our Legacy Planning Process helps families create a multi-generational vision that not only focuses on your legacy, but on the family’s legacy, which is built upon the foundation you set today.

Working with Wisdom

Wisdom isn’t something you are born with. Yet wisdom, once gained, can be the most valuable thing you achieve and maintain - second only to your relationships with God and those you love most in life. Wisdom is achieved through years of watching, listening, observing and experiencing.

The Financial Situation of Your Children and Grandchildren

We encourage all of the families we work with to introduce us to their children and grandchildren, allowing us an opportunity to help them build a solid Life Plan to guide their financial situation – without reinventing the wheel.

Planning With Crumbs

Did you get a raise this month? What are you going to do with these extra crumbs? Will you spend them or will you use them to make a feast for the future?

Done Beats Perfect Every Time

Is there something you need to do today for the sake of your family or future? Check out this week's episode for more info. You don't want to miss this!

Identity Theft - What You Need to Know

Junior Pacheco from Texas Bank joins us this week for our show to give us some helpful identity theft prevention tips. You don't want to miss this!

What Is Your Biggest Financial Concern?

Join us this week to learn about some important tips to help you have a strong financial foundation.

What Can You Delegate?

You can't delegate your time with family and friends. And you certainly can't delegate your relationship with God. You can't delegate being healthy. But as the book says, you don't have to sweat the small stuff either. Delegate it!