We work closely with your attorney, accountant and other professionals involved in your financial life. Each of these individuals has their particular expertise, and should be utilized in that manner. If you are not currently working with outside professionals, we will gladly recommend one of our professionals in the Austin, Round Rock and Georgetown areas.
Please contact us for more information regarding Professional Network. Call (512) 218-7993 or email us here.
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CFP Certification Marks
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security, which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.
