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Business Planning

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Managing your finances is an important component to any financial security plan. Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis.

From mortgage payments to tax savings, we can help you manage your money as effectively as possible, given your personal situation.

  • Business Succession Planning 
  • Key Man, Buy/Sell 
  • Retirement Plans
  • Asset Protection
  • Long-term Care
  • Insurance

For more information contact us today.

Services

  • Investment Planning
  • Retirement Planning
  • Business Planning
  • Estate Planning
  • College Planning
  • LPL Guided Wealth Portfolio

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3405 22nd Street
Suite #202
Lubbock, TX 79410
806-788-2807

 

 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member  FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL,AR, AZ, CA, CO, FL, GA, ID, KS, KY, LA, MD, NC, NM, OH, OK, OR, SC, TN, TX, UT & WA

 

 

 

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