Who We Serve

I help low-debt families in the North Dallas suburbs in their peak earning years organize their finances and get on-track for retirement. I am willing to help anyone, but these are the people for whom I tend to be a fit:

Married couples age 45-60
Families with children
Household income of $200k or more
Little or no debt besides a mortgage
$150k or more saved for retirement
Little or no investment knowledge
Christian faith
Follower of Ramsey principles
Wondering if you’re on-track for retirement
Lack a clear picture of your household finances

Ready to Get Started?

The first step is a free, no-pressure call. We’ll discuss your situation and how i can help. Plan for 30 minutes.

Schedule A Call

Advisory services offered through Financial Empowerment LLC, an investment adviser registered with the state of Texas. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where Financial Empowerment LLC and its representatives are properly registered or exempt from registration.

The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.

The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.

Past performance is not a guarantee of future results. Investments are not guaranteed and may lose value. Different types of investments involve varying degrees of risk. There can be no assurance that a specific investment will be suitable or profitable for a client’s portfolio. This site contains forward-looking statements which are aspirational in nature. There can be no assurance that the author’s views will come to pass.

Indexes are unmanaged measures of market conditions and do not incur fees or transaction costs, the payment of which would decrease the reported performance. It is not possible to invest directly in an index.

CFP Board owns the CFP® certification mark in the United States.

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