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    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
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    • Small Business Retirement Plans
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Website Logomobile logo
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
credit
by Matt Ward
Financial Planning
CFP CPA credit financial planning financial well-being money strategy tax
March 24, 2025
1 like

Tips For Improving Your Credit Score

Tips For Improving Your Credit Score Your credit score is important when you decide to purchase a home or any significant purchase that requires loans or payments over a period. Your credit score meas

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lifeinsurance
by Matt Ward
Financial Planning
assets financial planning insurance investments Life Insurance money stock market
March 24, 2025
1 like

Life Insurance as An Asset

Life Insurance as An Asset There are specific life insurance policies that can become a financial asset to you. Think of it like an investment account, such as an IRA or mutual fund. Permanent Life In

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financialplan
by Matt Ward
Financial Planning
Budgeting CFP CPA Estate financial planning investing money tax
March 24, 2025
1 like

The Canvas & Paint of Financial Planning

The Canvas & Paint of Financial Planning Introduction Financial planning integrates your lifestyle with your long-term goals, equipping you and your family to best prepare for the future. Planning

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insurance
by Matt Ward
Financial Planning
CFP CPA dependents finance financial planning insurance money Taxes will
March 13, 2025
35 likes

Understanding Insurance

Understanding Insurance Throughout your life you come to milestones where insurance is a given, while others are simply encouraged. How do we know which ones to purchase and when? Insurance is a finan

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financialliteracy
by Matt Ward
Financial Planning
Budgeting CFP CPA financial literacy financial planning money Saving
March 13, 2025
5 likes

A Home of Financial Literacy

A Home of Financial Literacy Building a foundation of financial literacy starting from a young age is key to setting your child up for financial success. The question is how do we do it? Especially if

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simplify
by Matt Ward
Financial Planning
Budgeting CFP CPA finance financial planning money simplify
March 3, 2025
31 likes

How To Simplify Your Financial Life

How To Simplify Your Financial Life Introduction Entropy – a scientific term used to describe the ever-growing disorder in the universe. This manifests not only in space, but in the structures and sys

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beneficiaries
by Matt Ward
Financial Planning
beneficiary CFP CPA Estate finance financial planning investments money Taxes
March 3, 2025
11 likes

Secure & Honor: The Importance of Beneficiaries

Secure & Honor: The Importance of Beneficiaries Introduction Nobody wants to have a loved one pass away and not be able to access their belongings with ease during a time of grief. Unfortunately,

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saving
by Matt Ward
Financial Planning
bonds Financial Goals financial planning investing money Saving stock market stocks
December 23, 2024
104 likes

Saving For Multiple Goals

Saving For Multiple Goals If you are dreaming of buying your dream home, traveling the world, or funding your kids through their education, then how do you even begin to save for all these goals? How

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home sweet home
by Matt Ward
Financial Planning
CFP CPA finance financial planning homeownership money renting
October 16, 2024
60 likes

Home Sweet Home

Home Sweet Home Introduction Some choose to rent for the extent of their life while others are sold on homeownership. Is there truly one that wins? This decision is a gray area of life, beckoning us t

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the-tale-of-two-investors
by Matt Ward
Financial Planning
buylow CFP CPA investing money psychology sellhigh stock market
September 4, 2024
24 likes

The Tale of Two Investors: The Optimist and the Pessimist in the Stock Market

The Tale of Two Investors: The Optimist and the Pessimist in the Stock Market In the world of investing, much like in life, perspective shapes reality. Imagine two investors: one, an optimist who sees

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OUR SERVICES
  • Investment Management
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  • 401K or IRA Rollovers
  • Inherited IRAs
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CONTACT US
  • Hours of Operation

    Monday - Friday: 9 - 5PM
    Saturday & Sunday: By Appointment

  • Address

    5740 Boat Club Rd. Suite 100, Fort Worth, TX 76179, USA

  • Email Us or Call: 817.238.6300