Tomorrow is important, but life is happening today. We dont think you should have to wait to live a full, happy life. Tomorrow doesnt mean the distant future. It means tomorrow. Sixty years from now is the future, but so is sixty seconds from now. Were here to help you make the most of all of it. Because when youre in control of your money and start realizing your financial goals, planning looks less like planning and more like living. I specialize in helping ambitious, busy professionals: Develop a plan to save money in an efficient way Protect the things they can least afford to lose (life, health and income) Create strategies as to minimizing the impact of taxes over time I am based in Dallas / Fort Worth, TX. However, I enjoy meeting and am committed to working with clients throughout the country. We specialize in the areas of retirement planning, education planning, family and business insurance planning, and employee/executive benefit plans and work specifically with: Medical professionals (physicians, pharmacists, CRNAs, hospital administrators, etc.) Closely-held business owners Highly-compensated salespersons Attorneys / Law Partners Mortgage Lenders / Real Estate Developers If youd like to say hello or have any questions for our team, we would love to be a resource. You can say Hello! here on LinkedIn, or reach out at: 817.347.9117