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Our taxed-based approach adds a broader perspective and increased benefits to clients.

Our team can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate planning matters
  • Risk management

Our team can answer your questions, including:

  • Are my investments working hard enough?
  • Do I have enough life insurance for my family?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Can I retire early?
  • Is my plan for Long Term Care services sound?

We have helped many people just like you with similar issues and concerns. Our approach is designed to address your individual situation while maximizing tax efficiency.


Tim Mezhlumov

Financial Advisor, Managing Member

(972) 548-1040

I know what it takes to become successful – hard work, perseverance and discipline. I provide clients with independent advice and implementation services. I utilize the fiduciary approach by putting my clients’ interests...

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