• What types of clients do you work with?

    I work with individuals and families who are looking for comprehensive, personalized financial advice. Whether you are in the midst of retirement planning, managing wealth, or seeking tax-efficient strategies, I am committed to helping clients in Dallas, TX, work toward their financial goals with tailored solutions.

  • Are you a fiduciary?

     Yes, I am a proud fiduciary. This means I am legally and ethically bound to put your best interests first, providing objective and transparent advice at all times.

  • Are you an independent financial advisor?

    Absolutely! As an independent financial advisor, I provide unbiased advice, free from any corporate influences. I am committed to offering solutions that truly serve your unique financial needs.

  • What are your fees?

    I am a fee-only financial advisor meaning my fees are based solely on the assets I manage for you. There are no commissions or hidden fees, and I am dedicated to offering transparent, client-focused services.

  • Do you offer financial planning?

    My comprehensive financial planning services cover everything from retirement planning to tax optimization. I work closely with you to develop a strategy that aligns with both your immediate and long-term financial goals.

  • Do you offer investment planning?

    Yes, I specialize in creating personalized tax-efficient investment plans that suit your risk tolerance and financial objectives. I review your current portfolio and work with you to align with your long-term vision for growth.

  • Can you help me with retirement planning?

    My approach focuses on tax-smart retirement planning, helping clients navigate income strategies, tax-efficient investment management, and planning for required minimum distributions (RMDs). By understanding how taxes impact retirement income, I guide individuals in structuring their assets to help manage tax liabilities over time. Whether it’s Social Security taxation, Roth conversions, or estate tax considerations, my goal is to provide informed guidance tailored to each client’s financial situation.

  • Can you help with my 401(k)?

    Yes, I offer expert advice on optimizing your 401(k). From asset allocation to investment selection, I work with you to support your long-term retirement goals.

  • Do you help with estate planning?

    While I don’t directly offer estate planning, I coordinate with your estate planning attorney if needed to develop strategies that help preserve your wealth according to your wishes while minimizing tax liabilities.

  • Do you offer advice about stock options?

    I provide guidance on stock options, including timing considerations for exercises, deferred compensation strategies, and how they fit within a broader investment approach. By taking a tax-conscious perspective, I help clients evaluate potential impacts on their overall financial picture and long-term planning.

  • 11. Can you help me with Social Security?

    Absolutely! I assist clients in understanding the best Social Security strategies for their situation. Together, we’ll craft a plan that maximizes your benefits and integrates seamlessly with your overall retirement strategy.

  • Can you answer Medicare questions?

    Yes, I offer support in understanding Medicare programs and help you make well-informed decisions regarding your healthcare as you approach retirement.

  • Will you help with my pension?

    Yes, I provide detailed pension planning, modeling different payout options such as lump sum vs. annuity, and explaining the tax implications to complement your broader retirement strategy.