Call it Texas hospitality, but we consider our professional relationships to be personal ones, as well. In other words, we have a genuine concern not just for your financial well-being, but for you and your family. As a result, if you ask us about financial matters unrelated to your investments, such as if you should sell a car or whether it’s wise to buy a vacation home, we’re more than happy to offer our advice.
And if you don’t mind us saying, 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 so is not only important, it’s our duty. It’s all part of being there for you – and being straight with you.