YOU DESERVE THE BEST RETIREMENT POSSIBLE. LET US BE YOUR GUIDE ALONG THE PATH TO
FINANCIAL PEACE OF MIND.

Our Independent Advice and Planning is Centered Around You and Your Unique Needs:

  • Independent advice from a firm that has focused on planning for over 25 years.
  • Analysis of income needs now and in the future with “holistic” recommendations (i.e. intended to address all aspects of the particular client’s financial circumstances).
  • Continual development and implementation of financial plan to fund income needs and help maintain designated standard of living.
  • Review of overall client financial picture including real estate, insurance, business, estate issues, budgets, and long-term care needs from a fiduciary perspective.
  • Recommendations regarding distribution strategies for employer retirement plans & IRAs. Analysis of the beneficiaries of IRAs. Review the benefits and detriments of converting to a Roth IRA.

LEARN MORE ABOUT OUR FINANCIAL PLANNING

Investment “Watch Dog” Services:

  • Reviewing your investments and designing a personalized portfolio!
  • More than 130 years of combined experience continually monitoring your investments.
  • Frequently schedule in person meetings to: review and evaluate your investments and update your financial objectives.
  • Quarterly re-balancing of your portfolio to help reduce volatility.
  • Independent Advice.
  • Recommendations regarding allocations within your employer provided retirement plans such as 401(k)s.
  • Aggregation of all your accounts to simplify and reduce paperwork.
  • Sell strategy.
  • Buy strategy.

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Our Comprehensive Approach Helps You Protect Your Family and Ensure Your Wishes Are Carried Out

  • Analysis of existing estate plans including review of plan design.
  • Recommendations for estate plan options, including ability to meet with unaffiliated attorney for free estate planning consultation.
  • Assistance in establishing and transferring assets to various types of trust accounts.
  • Helping trustees through challenges of establishing an independent trustee versus appointing family.
  • Review of beneficiary designations from all sources and assistance with asset titling for probate.
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one.

LEARN MORE ABOUT OUR FAMILY LEGACY PLANNING

Our Income Tax Planning Assistance Offers You Both Convenience and a Path to Financial Peace of Mind:

  • Our tax planning assistance provides you with a viewpoint
    that is focused on promoting potential tax efficiency.
  • Our holistic approach to retirement planning includes a
    review of your unique tax situation.
  • Our goal is to help you potentially reduce tax liability and
    potentially maximize your eligibility to contribute to your
    retirement plan.

LEARN MORE ABOUT OUR INCOME TAX PLANNING ASSISTANCE

Our Commitment to Education & Special Events Revolve Around Your Unique Needs:

  • Educational events by industry professionals on topics like: Income tax planning, estate planning, social security planning, identity theft, travel and long term care.
  • Our annual Client Appreciation events are our way of saying “Thank You”. These events are held at great local entertainment spots! (Mesquite Rodeo, Flight Museum, Southfork Ranch, Texas Motor Speedway, Phoenix Science Center, Aquarium of the Pacific (LA), National Cowboy Museum (OKC), Ft. Worth Zoo, to name a few from the past).

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WHAT’S ON YOUR MIND?

If it’s important to you, then it’s important to us.
That’s the way it should be among friends.

NATIONAL PRESS TURNS TO MONEY MATTERS FOR
INSIGHT ON ISSUES AFFECTING TODAY'S INVESTORS.
VIEW RECENT PRESS FEATURING KEN MORAIF:

TAKE THE FIRST STEPS ON THE PATH TO YOUR FINANCIAL PEACE OF MIND.