Financial Advisors in Lewisville, Texas (Denton County)

Chris Floyd, CFP, CPA

Dallas, TX 75254

At Cadence, I use comprehensive financial analysis and time-tested financial strategies to create an individually tailored plan that helps my clients maximize their financial wealth and achieve their most important, personal goals. Because my firm is independent of any major financial services company, my advice is completely objective and my choices of planning strategies and financial instruments are unlimited. I try to provide you peace of mind that comes with knowing you have entrusted your financial future to a knowledgeable professional that truly cares about you.... See More

ManagingFinances.net covers topics on general areas of finance such as corporate, public and personal finance includes tax planning, retirement, and estate planning, etc. The blog provides info to help you manage your finances.

Richard Alston, CFP, MA
We believe that money is only one of many dimensions to wealth. Our aim is to simplify the financial planning and money management process so that families have more time to enjoy their wealth, rather than worrying about it. We know that your financial future is critically dependent on two things within your control: a thoughtful financial plan with regular updates and a low-cost, highly diversified investment strategy with the appropriate amount of risk. That's what we provide.... See More

Albert Dean, CFP, EA
We are a fee-only financial planning and investment management firm that works with individuals and families to improve their long-term financial success through independent, objective financial advice. The customized advice we provide, using our 4 Wealth Points process, is designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise. Some of the common questions clients ask us to address are: Am I saving enough to reach my retirement goals? Are my investments properly allocated and diversified? Is my family properly protected in the event of a disability or death? How much should I be saving for my children's college education? How much income will the retirement assets I have accumulated provide me? What will happen to my estate in the event of my death? In what ways can I contribute to the charitable organizations I care about? Call or e-mail us today to schedule a free introductory meeting to determine if our services will be a match for your needs. ... See More

Kathryn Allen, CFP
Aspen Wealth Management is a Fee-Only financial planning and wealth management firm. Aspen Wealth and its principals have been featured in USA Today, the Fort Worth Star-Telegram, Money Magazine as well as The Wall Street Journal.
We successfully work with individuals and families in identifying goals. From there, we create financial plans that pull all of your unique financial pieces together. Our plans address insurance, estate, and investment plans as well as taxation. We want to be at the center of our client's financial lives, and we work proactively with anciallary professionals to address specific challenges. Whether you need a comprehensive plan or have a specific concern, we encourage you to call us today to schedule a complimentary meeting.
You can learn more about our firm by visiting our website, www.aspenwealthmgmt.com. ... See More

Freedom Founder is a community of like-minded investors that helps orthodontists or dentists to overcome their economic barriers and achieve financial freedom. Being a part of a community of investors will help in wealth building for orthodontists through strategic coaching, reliable investment deal flow, and cash-flow opportunities. Our network of esteemed advisors is our greatest strength that helps us survive the turbulence in the market and bring order in chaos through proactive financial planning for dentists. We take immense pride in our ability to generate higher returns and continuous cash flow through reliable real estate investment for doctors. Our collective bargaining power and market expertise help us in negotiating deals and creating investment opportunities that are beyond the reach of individual investors. Our network of fellow practitioners with similar goals and core values ensures a higher layer of safety in investment. We also offer our new members an opportunity to enhance their real estate knowledge and investment skills to achieve higher returns and growth. Freedom Founder is a unique forum that helps generate a reliable passive income source for dentists and provides them with an early retirement plan. For more details, visit our website at https://www.freedomfounders.com/why-choose-freedom-founders/ & https://www.freedomfounders.com/blog/.

Address: 519 E IH 30 # 246, Rockwall, TX, 75087... See More

Joseph Team, CFP
Team Financial Strategies (TFS) is a fee-only financial planning firm that offers comprehensive financial services including: Portfolio Management Retirement Planning Estate Planning Budget/Cash Flow Planning Insurance Planning Tax Planning
At TFS, we are set up in a way that allows us to advise and act in the best interest of our clients. TFS is an independent firm that is only paid by its clients and never excepts compensation from any source for recommending a product to clients. We believe in planning around a client's values. After a period of time in working with a client, their personal mission and goals become our own.
The mission of Team Financial Strategies is to seek out every opportunity to maximize the potential of our client's current and future assets, and provide the highest level of service in all areas of financial planning.... See More