What best describes
Only 46% of Americans have a “rainy day fund”.
Where do you stand? Will you have to struggle, just to come up with $1,000, like 2/3 of families?
Many small businesses, especially those within their first 5 years, have not taken the proper steps to ensure that they are not one of the 40% of businesses forced to liquidate when an unforeseen event happens within the company.
We help you design the life you want...
̒ ̒ I believe that everyone has a story to be told. This story will tell about what you cared about, what you believed in, what you were passionate for, what you were involved with, what you taught others, and whom you touched at some level making them a better person for the experience. That story should be told for many generations yet to come, but we have to make sure that it has the means to get there… ̓ ̓
James D. Snow, Founder
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Only 24 percent of millennials demonstrate basic financial literacy according to a recent study.
This statistic is made even more worrying considering that 69 percent of the millennials surveyed rated their financial knowledge highly, according to the study, done in partnership with the Global Financial Literacy Excellence Center at George Washington University.
This is a substantial improvement over the 2005 low of 1.9%. However, this inludes savings as well as any emergency savings, and is not likely to be enough for the average person. Most experts recommend saving at least 10%-15% of your income, not counting retirement contributions from your employer.
Location is everything
We strive to be accessible to our clients, while offering the best possible experience while conducting meetings and having discussions about what your unique legacy could look like.
We have chosen to take advantage of two key locations in the DFW Metroplex, so that finding us is simple and as stress free as possible.
In Fort Worth, you can enjoy the extensive options available by conducting your business at the new WeWork Offices located in The Shops at Clearfork.
In Dallas, we can help you take care of your needs at the new Executive Offices of Honor Courage Commitment.
And as always, if you are not located in the DFW area, we are more than happy to assist you via Video Conferencing, as well as phone, email, PM/DM, or text messaging.