Our Firm

We provide warm, personalized service and are recognized as one of the leading financial planning firms in the country year after year. In fact, Jerry Boda was recently named one of America's Top Financial Planners by Consumers' Research Council of America.

We offer the advantages of a small independent firm which enables us to provide customized solutions, such as offering securities through one of the nation's largest independent broker dealers which provides independent financial advisors on-going industry training, information, and extensive administrative support from their home office. All this translates to a personalized level of professional service for every individual client.

Texas Monthly
2010 Five Star Wealth
Management Award**

 

Jerry Boda named one of
America's Top
Financial Planners
 for 2008-2009 by
The Consumers' Research
Council of America

Financial planning works best with people who are willing to learn, grow and take action, when there is a difference between where they are now and where they want to be. Most of our clients desire ongoing professional assistance in the creation and implementation of strategies to reach their life goals.
 
We help our clients:
  • Create Wealth
  • Preserve Wealth
  • Plan Wealth Distribution During Life
  • Plan Wealth Distribution at Death
We provide comprehensive or specific advice on:
  • Financial Planning
  • Retirement Planning
  • Divorce Planning
  • College Planning Tax Planning
  • Estate Planning
  • Money Management
  • Risk Management & Evaluation of existing insurance coverages
  • Charitable Gifting Strategies