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5801 Tennyson Parkway Suite 150 Plano, TX 75024

972-777-6623

Business Services

Transition - Exit Planning

Transition - Exit Planning

Whether passing a family business to a worthy successor, or negotiating terms with an institutional buyer, a written Exit Plan and team of Advisors can optimize your ability to leave your business on your terms.

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Business Consulting

Business Consulting

Leadership , Talent Management,  Business Operations, Financials,  Personal Development

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Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.