Committed to Always Shooting Straight with You

Call it Texas hospitality, but we consider our professional relationships to be personal ones. Going beyond your financial well-being, we also genuinely care for you and your family. 

We won’t be shy about telling you if your expectations are too high, or that you need to curtail spending, continue working longer than anticipated, or take more risk with your portfolio to outpace inflation.

Quite frankly, we believe that telling you the unvarnished truth is not only important, it’s our duty. It’s all part of being there for you – and being straight with you.