THREE WAYS TO WORK 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. No matter which stage of life you are in, we provide three services models that will help you reach your ultimate goals.

RIDGE MODEL

As a retirement plan provider for several Universities in the Dallas/Fort Worth area, everything from setting up a retirement plan, risk assessment, investment selections or actively managing your portfolio--these are some of the services we can provide at no charge.

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PEAK MODEL

You’ve saved, but are you on track towards retirement? Getting started was the first step. Allow us to analyze your retirement plan(s) to ensure you are on the right path towards retirement.

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SUMMIT MODEL

We’ll be your catalyst for action and implement strategies to maximize your wealth with a financial plan customized to you. Remember, we’re with you every step of the way.

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