AUTHENTIC ADVICE

FOR YOUR LIFE

SERVICES

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FINANCIAL PLANNING

We will collaborate and communicate about your financial life, establishing goals and assigning jobs to your money.

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COLLEGE PLANNING

Let’s talk about the different ways you can save for education for children or grandchildren.

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CHARITABLE PLANNING

What causes are important to you? There are many ways to support organizations and causes that you care about that offer tax benefits to you.

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LEGACY PLANNING

Small changes can lead to big outcomes. Let’s talk about where you want your assets to go. We will look at account ownership and beneficiaries to make sure that your legacy is protected.

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INVESTMENT MANAGEMENT

We provide customized, disciplined and tax efficient money management at a reasonable cost. Together, we find out what your “Risk Number” is and build a portfolio around that. We communicate regularly with you, every step along the way.

Retirement Planning

RETIREMENT PLANNING

Are you thinking about retirement…or already retired? Let’s talk about how you have things structured to make sure you can retire or stay retired. We use sophisticated planning software to test whether you are on track while analyzing things like cash flow and what-if scenarios.

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EXPERIENCE.
INTEGRITY.
INSIGHT.

EXPERIENCE.
INTEGRITY.
INSIGHT.

BACK OFFICE SERVICES

Our relationship with an experienced back office service provider brings leverage to our firm and to our clients. We are aligned with many other like-minded independent advisors who also utilize these back office services. This creates several benefits for us and our clients:

  • A high level of dedicated custodian and vendor service. We are able to work with select custodian and vendor service teams who are dedicated to our relationship, rather than those providing service assistance to many other firms. This typically allows us to find faster and more efficient solutions for our clients.
  • A large, experienced service and support team. We have direct access to a veteran team of service and investment specialists. We are plugged into a team of over 25 people to assist our clients.
  • Business continuity. Our firm is part of a large independent advisor network which is available to help in times of crisis and/or serve as a resource to us and our clients.
  • Ability to manage costs. We are better able to control our cost of doing business. By establishing a consistent cost for many of our business expenditures, we have more control over these operating expenses.

As always, please feel free to contact us with any questions.

Very truly yours,
John M. Weller, CFP®
President

Advisory Services offered through CS Planning Corp, an SEC registered investment advisor.

1560 E. Southlake Blvd. Suite 100
Southlake, TX 76092

Advisory Services offered through CS Planning Corp, an SEC registered investment advisor.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Advisory Services offered through CS Planning Corp, an SEC registered investment advisor.

1560 E. Southlake Blvd. Suite 100
Southlake, TX 76092

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