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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

817-442-4352

817-442-4138

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...

Traditional vs. Roth IRA

Traditional vs. Roth IRA Learn More

My Retirement Savings

My Retirement Savings Learn More

Assess Your Life Insurance Needs

Assess Your Life Insurance Needs Learn More

Investment Strategies for Retirement

Investment Strategies for Retirement Learn More
Saving for College

Saving for College

Learn More
Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

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Estate Management 101

Estate Management 101

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Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Learn More

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

Financial Planning Services

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