Our privacy policy in brief
We collect nonpublic personal information only so we can provide financial planning services to you. We do not sell your personal information to anyone.
How we handle your information
- We share it only when you ask us to, for example with your attorney or accountant.
- We share it when we believe in good faith the law requires or permits it, for example to cooperate with regulators.
- Access is limited to business purposes, and everyone who handles it is trained to safeguard it.
- We keep physical, electronic and procedural safeguards in place.
This is a short summary. The full privacy policy is the official version.
Copyright notice. All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner.
Let’s build a plan that brings your family clarity, confidence, and security.
1202 Lakeway Dr, Suite 7
Austin, TX 78734
Williams Tower, 2800 Post Oak Blvd, Suite 4100
Houston, TX 77056
Virtual meetings
Meet by video.