Lake Point Advisory Group works with friends and neighbors in North Texas to make retirement goals become realities through smart financial investment.
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At Avion Wealth we know that you want to be confident in your financial choices. In order to do that, you need to protect and build your wealth. The problem is that you’re not getting the communication you deserve, and the details of your situation are not being adequately addressed which leaves you feeling frustrated. We believe you should be heard; that all the details matter, even the small ones. We understand the frustration of not being heard and of having details fall through the cracks, which is why we have built a team with the credentials and experience to get you where you need to be. And a culture that ensures all the pieces are in place.
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I've worked in the financial services industry for almost 30 years, primarily with high-net-worth clients, focusing on retirement planning, tax planning, legacy planning and asset management. On a personal note, I really enjoy outdoor activities, especially hiking. I've recently started bowling and photography, as a natural complement to hiking. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.
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Legacy Capital is a wealth management firm that works with individuals, families, executives and business owners in accomplishing their financial goals and helping them lead a family legacy.
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At Serda Financial, we help families build financial peace through personalized wealth strategies that simplify money, eliminate debt, and create long-term stability. As an independent wealth strategist, I specialize in safe-money planning, retirement income strategies, and overfunded whole life insurance used to create your own private banking system. I work closely with young professionals, families, and business owners to improve cash flow, pay off debt faster, and build tax-efficient wealth using proven financial principles. My approach is educational, transparent, and tailored to each client’s goals so they can make confident, informed decisions about their financial future. Whether you want to restructure debt, protect your family with life insurance, or create a long-term plan for generational wealth, I provide clear guidance, honest advice, and strategies that work in real life not just on paper. Helping families build financial peace is not only our mission; it’s our promise.
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Legacy CFO is here to provide peace of mind, allowing you to focus on what matters most in your life. We believe that no two clients travel the same life path. Therefore, we offer flexible, creative solutions that are customized to your individual needs and goals. Legacy CFO operates as a fee-only fiduciary, meaning we are legally bound to the highest duty of care by keeping our client's interests ahead of our own, fostering trust and confidence critical to a successful partnership.
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The Houston team offers Carson Private Client Services which includes comprehensive financial planning, investment management with direct access to portfolio managers, insurance analysis, trust services, lending services, regular meetings with your CPA and attorney, and financial education for children and grandchildren.
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