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With offices in San Antonio, Austin, and Dallas, we are a family Financial Advisory Practice focused on customized Financial Planning and Investment Management.  We focus on helping successful professionals, entrepreneurs, and retirees translate their hard work into financial independence.


Securities offered through WFG Investments, Inc., Member FINRA & SIPC. Investment advisory services offered through WFG Advisors, LP. We currently have individuals licensed to offer securities in the states of: TX, IL. This is not an offer to sell securities in any other state or jurisdiction.

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