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About Us

Get To Know Us

Get To Know Us

Our philosophy is simple. We want to get to know you to help you make the best decisions possible.

Our focus is to understand your goals and develop a plan to reach them. We meet with you so we can understand what you are about and present an analysis with our recommendations based on your input. Together, we implement the recommendations and monitor progress. For the length of our relationship with you, we plan regular meetings to assess the progress toward your goals and adjust as needed.

Because there are many factors that can change in your situation, it is imperative that we are proactive and knowledgeable within the industry. We are committed to staying up to date on relevant tax, estate, and social security laws as well as changes in investment strategies to provide you with the best financial advice for your situation. We value transparency and are non-proprietary.

Mission Statement

We provide our individual and business clients the right information to make confident decisions for financial independence, clarity, comfort, and security.

Our Team

David Carl

David S. Carl, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢ Senior Partner

(817) 328-6109

(817) 756-1880

Thomas Philipp

Thomas R. Philipp, CLU®,ChFC®,CFP®

CERTIFIED FINANCIAL PLANNERâ„¢ Senior Partner

(817) 328-6107

(817) 756-1880

Carrie Good

Business Operations Manager

(817) 328-6109

(817) 756-1880

Our Network

  

Our Process

A strong planning process is the best way to create a secure plan that seeks to protect your needs now and works for the future in a tax-efficient way. Our goal is to help you build a solid structure that will stand the test of time and grow with you. We have established a process that is based on two key aspects of financial security: asset protection and wealth creation.

With these goals in mind, we work together to assess your total financial planning needs considering important milestones such as major purchases, marriage, children, education, and retirement. Our planning process includes a regular review of your ongoing needs.

Our goal-based financial security planning approach is designed to help you:

  1. Define customized short and long-term goals that ensure you choose only the right financial products and services.
  2. Identify roadblocks or gaps that might impact your financial planning strategy.
  3. Continually monitor your plan to ensure it meets your changing needs.

Steps to Success

The shortest distance between two points is the most efficient method for goal achievement.

Getting From Here to There

Process is key. There is no better way to ensure goal achievement.

Step 1 - Reviewing Your Goals

  • Become intimate with you and your goals
  • Review your financial situation deeply
  • Listen and learn about you

Step 2 - Assessing Your Data

  • The total assessment of your financial picture
  • Cross-reference our assessment with your goals
  • Comprehensive overview of progress

Step 3 - Developing Your Plan

  • Presentation of draft one of your plan
  • Including an easy-to-follow road map
  • Collaboration and revision

Step 4 - Creating Your Future

  • Bring in specialists
  • Introduce key partners
  • Work together to create your financial future

Step 5 - Ensuring Your Success

  • Periodic review, assessment, and adjustment
  • Meet and discuss progress
  • Recommend changes as needed

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