Client Strategy Session

We'll conduct a comprehensive review of your portfolio and financial plan, review your progress, and discuss any life or financial changes to ensure alignment with your goals. If no appointment times are available, please call our office at 800-491-4508, and we'll help you schedule a time that works for you.

Client Strategy Session

We'll conduct a comprehensive review of your portfolio and financial plan, review your progress, and discuss any life or financial changes to ensure alignment with your goals. If no appointment times are available, please call our office at 800-491-4508, and we'll help you schedule a time that works for you.

Where would you like to meet?

In Person - Waco Office | 2410 Wycon Dr., Suite 204 Waco, TX 76712

In Person - Temple | Scott & White Employees Credit Union Office | 2401 S 31st St. Temple, TX 76508

Zoom Meetings

Phone Call