We work hard to make your retirement easy.

We’re a veteran-owned company that believes in effort, honesty, earning trust and helping North Texans retire with confidence — which is what we’ve been doing for more than 30 years.

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972.960.8700

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One Cowboys Way, Suite 570, Frisco, TX 75034

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Listen to retirement tips from Victor McClure and Steve Ringo on the radio!

Tune in to “Common Sense Investing” with Victor and Steve at noon every Saturday on KRLD NewsRadio 1080, KLIF and Radio.com. Show also broadcasts on WBAP every Sunday at 9:00 am.

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What happens when you come for a visit:

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Explore

We’ll learn what’s most important to you and review your current financial situation.

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Evaluate

We’ll help you determine how much money you need to live comfortably in retirement.

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Create

We’ll help you implement a strategy that reflects your goals — and keeps you on track.

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It's never too late to

Work toward your Dreams

What do you want out of retirement? What do you want to leave behind? We can help you use the nest egg you’ve built to fund your retirement future.

Learn How
annuity-myths

Wondering How to Create Income in Retirement?  A Trusted Financial Professional Can Help You Explore Options

Do you believe these 5 annuity myths?
In this guide, we address common misconceptions about annuities to help you decide if an annuity might be right for you, including:

  • Annuities make accessing money impossible.
  • Annuities are too complicated to understand.
  • Savings are enough - why an annuity?

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