Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.
We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.
You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.LEARN MORE
Planning your finances before, during and after a divorce can be stressful and challenging. With other matters to focus on, including the well-being of your family and the other various terms of your divorce, you may not have the time and energy necessary to focus properly on your finances. It is very important to remember, however, that mistakes can have large financial ramifications for many years. We can help take care of you and your interests at this critical stage of life. One of our most important roles is to assist you in making rational decision instead of emotional ones. Speaking with a member of our divorce financial planning team could help you preserve your future.
We work with you and your attorney to help protect your interests before, during and after your divorce. By analyzing the financial issues of your divorce, we are able to provide you and your divorce attorney with data to strengthen your case and make sure that you get a fair settlement.
We can also project what a proposed settlement could look like several years into the future. We help avoid issues that most people don’t even think about until after the divorce is final, at which point it is too late.
Mike is a Certified Divorce Financial Analyst, CPA, and Financial Advisor in Weatherford, Texas just outside of Fort Worth with more than 25 years in the financial and investment industry offering financial, divorce, estate, income and tax planning. Several of our team members have personally gone through divorce, therefore we understand the challenges and personal issues that families face while going through this difficult event in their lives.
Financial aspects of your divorce that we can help you address include:
Please visit txfinancialdivorcesolutions.com for more information.
Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.LEARN MORE
Supporting a child’s education can be one of the most rewarding aspects of success and one of the most important elements in your financial plan. With rising inflation and the high cost of education, planning to contribute to another’s higher education may require an early start.LEARN MORE
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and confident future.LEARN MORE
Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.LEARN MORE
As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.LEARN MORE
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.LEARN MORE