Written by Doug White. You need a budget if you… Wonder where all your money went each month. Have goals for savings but you don’t think you have any money to save. Haven’t started putting anything away towards retirement or other long term goals. Have debt that...
Sherry is a Retirement Plan Specialist in the DFW Metroplex area. Her 20+ year career in Financial Services started in the early 1990’s. While working for one of the largest US banks, Sherry was chosen to be licensed in their initial personal banker investment...
Dan is a Private Wealth Advisor located in Fort Worth, TX. He provides comprehensive financial planning to his clients with a focus on aligning their investment to the plan. Dan measures his own success by his client’s success in reaching their goals within their...
Nic is a retirement plan specialist who focuses on educating clients on employer sponsored retirement plans, pension plans, and social security to help their goals come to fruition. Nic specializes in working with public employees, specifically K-12 educators. Nic...
You hear a lot about the value of keeping physically fit, but do you keep your money in shape too? Financial wellness isn’t about how wealthy you are. It’s about the health of your finances, regardless of your income. It’s knowing you can pay your bills, saving...
