Amarillo Office

3418 Olsen Boulevard

Suite A
Amarillo, TX 79109

Managing 401k/457/403b Plans

No Cookie Cutter Advice Here

No Cookie Cutter Advice Here

Our team works hard to define your goals and communicate clearly often.

Our number one goal is to help plan for your lifetime retirement income success through Social Security Optimization reports, safe investments, tax reduction strategies, estate planning, and more.** 

Call today at (806) 359-7766 or email [email protected] to work with an Independent, Texan Advisors that truly cares about planning your family's financial health and future. 

*Retirement Plan scoring is based on Monte Carlo simulation and is not guaranteed. Past Performance does not guarantee future results.

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**Disclaimer: In this context, safety is provided through insurance and annuity products offered by insurance companies and based on the full faith and credit of the underlying insurer and its claims paying ability. These are not FDIC insured, or guaranteed by any government agency. Insurance and Annuities are not fiduciary products. Life Insurance and Annuities are not sold as a fiduciary and are offered by the advisor as an Insurance Agent. 

Some policies lose cash value over time, leaving the investor with only the income guaranteed by the Insurance Company. Review the company issued illustration and the benefit terms carefully and it’s credit ratings before investing.

Retirement Plan scoring is not guaranteed. Past Performance does not guarantee future results.