Business Planning

Our team provides you with creative solutions through a number of advanced strategies that can be custom-tailored to meet your specific needs. We offer services in the following areas:

“ The success of a financial strategy is often more dependent on its systematic nature than its rate of return. ”

Kurt G. Poetschke

Private Client Division

“ Successful people make a habit of doing what unsuccessful people are unwilling to do. ”

Holly L. Hullum

Private Client Division

“ The best time to plan is before you have to. If you wait until you have to plan, you are reacting and not planning, and your options are very limited. ”

Stephen Hull MBA, RFC

Registered Financial Consultant

“ Our firm philosophy is simple: protect assets, grow wealth & live well. ”

William E. Watson III

Registered Financial Consultant President General Agent

“ All well managed portfolios hold defensive reserves. ”

Harlan W. Wiese RFC LUTCF CLTC

Private Client Division Brokerage Manager

“ Compound interest is good, compound taxation is bad. ”

Ray Croff CLU ChFC RFC CAP

Registered Financial Consultant Managing Partner - Denton

3131 Turtle Creek Blvd, Suite 600 · Dallas, TX 75219

Office (214) 219-6669 · Fax (214) 219-0584