Independence
As an independent firm, we are not confined to proprietary products or sales quotas. Rather, we employ the strategies we believe best align with your unique situation. While we have access to the comprehensive services, resources, and technology of a national firm, we provide the flexibility and focus of a small practice.
Client Commitment
We are committed to building lifelong and trusted relationships with each and every one of our clients. By explaining the reasoning behind our recommendations and educating you on your opportunities, we seek to help you feel more confident in your future.
Communication
We take pride in the fact that clients can always get in touch with someone in our office. We strive to respond to all calls and emails within a timely manner and stay in frequent contact with all of our clients. Beyond individual meetings, we regularly send out market commentaries, newsletters, and other updates. For those outside of our local Texas area, we travel to meet them face-to-face to build relationships wherever they reside.
Technology
We utilize advanced, user-friendly software and technology to better serve you. From wealth management systems to secure homepages, these state-of-the-art programs allow you to organize your financial documents, clearly see your accounts and strategies (as well as their progress and up-to-date status), and more.
Transparency
With something as personal and emotional as your finances, trust and transparency are essential. From explaining our fees to our recommendations, we want to make sure you understand and are comfortable with your strategies. We maintain a high level of ethical standards and our objectivity is never compromised.