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Services
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Tax Planning
Private Client Services
About
Why Us?
Our Team
Our Process
Insights
Your Money
Your Business
Your Retirement
Your Freedom
Your Legacy
Market & Investments
In the News
Tools
Risk Survey
Retirement Readiness Quiz
401(K) CALCULATOR
Roth vs. Traditional IRA Calculator
SECURE Act RMD Calculator
College Readiness Quiz
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Granbury, TX
1115 Waters Edge Drive
Suite 102
Granbury, TX 76048
817-279-7052
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Stephenville, TX
1300 Pecan Hill Dr
Stephenville, TX 76401
(254) 965-7321
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