We specialize in retirement planning.
We focus on serving clients over the age of 50 who are retired or who are retiring soon. Preservation of our clients’ assets during volatile markets is our first priority. We want our clients’ money to last as long as they do.
We are a team with over 105 years of combined experience.
With a combined experience of over 105 years, our principal team (profiled below) has worked together since 2001. We meet weekly for a 3-hour brainstorming session to discuss client issues, market conditions and investment strategies.
Our clients receive personal attention from their adviser supported by the benefits of the collaborative, strategic thinking of the entire team. Each partner has nurtured their client relationships with integrity and dedication, with a collective goal to help clients plan for a secure future.
We have a “buy, hold and SELL” philosophy.
This philosophy drives all of our decision-making and helps us to protect our clients from losses. We believe that the game of investing is won by not losing.
We are educators in all things financial.
We not only offer free seminars to prospective clients, but provide free monthly Client Education Events covering topics such as Estate Planning, Income Tax Planning and Identity Theft. We believe that an educated client is a happy client.
We are a growing firm.
As of June 30th 2011, we manage over 1.4 billion dollars for more than 2500 clients. We believe that one of the reasons for our growth is the personal face to face relationships we strive to create with each and every one of our clients.
We eat our own cooking.
All of the Principals of the firm invest their own money in the same investments that they recommend to clients. If our clients benefit, so do we.
| Partners | ||
|---|---|---|
Douglas M. Bartol, CFP® Senior Partner Email | Profile 469-246-3611 469-246-3698 (Fax) |
 Doug Dyer, CFP® Senior Partner Email | Profile 469-246-3616 469-246-3699 (Fax) |
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 Elias R. Dragon MBA, ChFC Senior Partner Email | Profile 972-393-0376 972-393-0327 (fax) |
 Chris Hatton, CFP Senior Partner Email | Profile 469.246.3606 469-246-1641 (Fax) |
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| Financial Advisors: Dallas | ||
 Cory V Herring Financial Advisor Email | Profile 469.246.3607 469.246.1641 (fax) |
 Natalie Michalek, JD, CFP Financial Advisor Email | Profile 469.246.3621 469.246.3699 (Fax) |
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 Joe Dowdall Financial Advisor Email | Profile 469.246.3603 |
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| Financial Advisor: Houston | ||
 Zachary Threadgill, JD, CFP® Financial Advisor Email | Profile 713-255-1007 713-255-1008 (fax) |
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