Helping you plan a bright future!
Since 1970, we have helped create plans and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
Working direct with a CFP, CERTIFIED FINANCIAL PLANNER, TM help you with Financial Planning and Investment Management We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of life experience, but we all have this in common--a commitment to ethics and integrity.
You can count on unbiased recommendations and impartial guidance.
Tom began his career on April fools day 1970, He’s been at ETEXfinancial since 2007. He hunts ducks and walks his dogs in his spare time.
Pedro began his career in June, 2001 as a broker with Doe Investments. He left Doe in 2004 and started his sales career as an agent with Worker's Group. He’s been at Goodman & Partners since 2007. He rock climbs in his spare time.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment