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Plan, protect and retire with us 

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. 

We encourage you to give us a call or schedule a meeting with one of our Lincoln representatives to see how we can help you. 

William Porterfield

Bill Porterfield, CRPC

President | Financial Planner



Peter Phan

Peter Phan

Registered Representative

(817) 442-4352

(817) 442-4138

Gabby  Veytsman

Gabby Veytsman

Client Relationship Manager

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Ways we can help...

<p>Traditional vs. Roth IRA</p>

Traditional vs. Roth IRA

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<p>My Retirement Savings</p>

My Retirement Savings

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<p>Assess Your Life Insurance Needs</p>

Assess Your Life Insurance Needs

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<p>Investment Strategies for Retirement</p>

Investment Strategies for Retirement

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<p>Saving for College</p>

Saving for College

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<p>Insuring Your Business With a Buy/Sell Agreement</p>

Insuring Your Business With a Buy/Sell Agreement

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<p>Estate Management 101</p>

Estate Management 101

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<p>Choices for Your 401(k) at a Former Employer</p>

Choices for Your 401(k) at a Former Employer

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We also provide comprehensive financial planning services. Click the link below to learn more!

Financial Planning Services

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