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One of my primary goals is to develop a long-term, trusting relationship with you.

My Process

My Process

I create strategies that are tailored to your needs and goals.

My History

My History

Years of experience have prepared me to guide you through your life transitions.

Where do you go for answers?

When you have questions of a financial nature, for example: "Am I saving enough for my retirement or children's education" or "How or where should I be investing" or any number of significant financial choices we all face, where do you turn for ideas or solutions? 

Making a difference in the lives of our clients is central to everything we do.  We are passionate about serving you and helping you meet the financial objectives you set whether it is for your family, your employees or yourself.

  • Whether your need is a tax friendly strategy for accumulation or planning your retirement distribution, our goal is to help you maximize your savings.
  • For college or educational planning, we discuss the most efficient methods for you. There are several ways to help you pursue this important need.  Make sure you are choosing the least restrictive method or the one that is right for you.
  • For clients with employees, we help design financial incentives to help retain your employees through key benefit planning, insurance, and savings.
  • If you are retiring or changing companies, it may be time to review your options for your previous company's savings plan or 401(k), SEP, or pension.

In an industry with plenty of uncertainty and complexity, we have built our business on earning your trust and serving your needs each day through deep relationships.  Turn to us, we are here for you so you can stay focused on what matters most to you. For a complimentary consultation, schedule a meeting with Drew Sparks or receive our newsletter, email or call, , (972) 421-1343.

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