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Did you know this?

The Wealth Formula

What is Wealth? It is important to note that wealth is subjective. One must define what wealth means. But we can all agree in the following general statement: Wealth is the abundance of valuable resources or material possessions. Being wealthy is considered...

Emergency Fund: What It Is and Why It Matters

What is an emergency fund? An emergency fund is a bank account with money set aside to pay for large, unexpected expenses, such as: Unforeseen medical expenses. Home-appliance repair or replacement. Major car fixes. Unemployment. Why do I need an emergency...

Will & Trust

What is a will? A will is essentially a document where you are leaving a series of directives for when you pass away. Through this document, you are expressing that at the time of your death, you would like a specific group of people known as your...

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800-699-9137

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13111 N. Central Expy
STE 2500, 2nd Floor
Dallas, TX 75243