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Welcome

Our business is built on a foundation of thoughtful client relationships.

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Expert Advice. Trusted Partners.

Financial Planning

Financial Planning

We create strategies that are tailored to your needs and goals.

Portfolio Creation & Management

Portfolio Creation & Management

Years of experience have prepared us to guide you through your life transitions.

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

<br />Our Videos


Our Videos

Click below for short insight videos on investment, retirement, social security planning, insurance, home buying, taxes, and more...

Meet Our Team

Daniel Youngblood

Daniel Youngblood, CFP ®

Associate Advisor and Director of Operations

214-420-4440

214-420-4441

Lish Bray

Lish Bray

Administrative Assistant for Client Services

214-420-4440

214-420-4441

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