Contact

Contact Special Needs Financial Planner

If you have any questions or comments, please call or send us a message using the contact form.

Ways to reach us

Talk with Trent

Call: 512-261-0707

Schedule: a free 30-minute intro call, by phone or video.

Meet: we’re based in Texas and meet with families in person at our Austin or Houston office, or by video.

Offices

1202 Lakeway Dr, Suite 7
Austin, TX 78734
Phone: 512-261-0707

This office is not ADA accessible. We’re glad to meet by video instead. By appointment only.

Williams Tower, 2800 Post Oak Blvd, Suite 4100
Houston, TX 77056
Phone: 512-261-0707

This office is ADA accessible. By appointment only.