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Midland Office

800 West Wall Street

Suite D
Midland, TX 79701

San Angelo Office

133 W Concho Ave, Ste 106

San Angelo, TX 76903


Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...

Monday, May 10, 2021

A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1There are many reasons for this change, but here are a few of the most...

Monday, February 8, 2021

Recently, the world has watched with great interest as a few companies have seen surprising rallies in their stock prices. You may have read stories of individual investors gaining massive returns on their investments, thanks to this...