Legacy Consulting Group is a financial planning firm located in Plano, Texas. Founded in 1997 by Roger Shake and Steven Wachs. Our firm encompasses decades of experience, education and industry recognized professional designations. Our customized financial plans are designed to open the door for our clients to enjoy the benefits of their wealth and success. We believe that choosing a financial advisor to create your legacy is one of the most meaningful decisions you can make, which is why our commitment spans generations of family advising. •This page is a publication of Legacy Consulting Group. The firm is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. •Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss. •Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Legacy Consulting Group is not engaged in the practice of law. •Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

DOUBLE EAGLE CAPITAL MANAGEMENT LP is an investment banking company based out of 1301 SOLANA BLVD, Westlake, Texas, United States.

I value relationship, respect, and results. Clients come to us with by-default investment and wealth management plans; meaning there really is no plan or process. Through relationship, mutual respect and doing the hard work we give the value nearly every person wants: confidence, value, and results.

Woodland Investment Company is a facilities services company based out of 3007 Skyway Cir N, Irving, Texas, United States.

Fontana Financial Planning - Simplifying Your Financial Success. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Fontana Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.

First Dallas Financial Group is a financial services company based out of 4950 Westgrove Dr, Dallas, Texas, United States.

Most financially successful people reach a point when money management is too much for them to handle alone. At Bannerman Wealth, we listen to your needs and craft an expert strategy to meet your goals so you can enjoy more security and success than you thought possible.

At 7th Harvest Investments we are committed to providing clients, partners and the community our very best because we know that the most valuable things in life are rarely achieved without each other. As a financial service provider we also know that trust is paramount. That’s why we work diligently to earn that gift each day with integrity and compassion. Since 2006 we've delivered comprehensive investment management and planning services that are built on proven strategies, dedicated teamwork, and experience. Together with our strategic partners we extend our dedication to service in an effort to impact and improve the lives we touch. Clients choose us because of our: - Comprehensive services that are delivered with compassion - Experience working through various market cycles - Proactive communication - Friendly, dedicated staff

Since 1982, we at McClure Capital (formerly Dillon Gage Wealth Management companies) have been working with friends and neighbors throughout the greater North Texas area to meet their financial goals! We are a fee-based RIA and fiduciary in the DFW Metroplex. Customer service and satisfaction are our primary goals, and our commitment to service represents some of the fundamental differences between McClure Capital and other institutions. You are welcome to learn more about us at https://www.mcclurecapital.com/. Call us at (972) 960-8700 with any financial questions and to speak with an advisor with over 30 years of experience. We look forward to speaking with you!

Tennyson Capital Partners was founded to provide tailored estate and distribution options for high net worth individuals, families and business owners across the country. In working directly with clients and/or their financial advisors, TCP creates tailored strategies using a unique approach involving life insurance and leverage from our lender network. Through the creation of The Leveraged Distribution Strategy™,our unique approach helps clients work toward meeting their goals and objectives with often significantly less capital outlay. See Important Disclosures at http://www.scfsecurities.com/disc/tennyson-capital-partners/

What You Started There, We Fulfill Here Whether your dreams and desires are those you envisioned while first attending or working at The University of Texas, or are more recent developments, we are committed to making them a reality for you, your family, your business, and your legacy. Longhorn Wealth Management Group shares that unique Texas pride and passion with you, and it drives us to provide you the “UTmost” in comprehensive wealth management services to help you achieve all of your prosperity goals. Our firm specializes in providing comprehensive wealth management services to University of Texas alumni, employees, family and friends. We work with our clients to creatively design, develop, defend and distribute their wealth and income in accordance with their prosperity needs, goals, and dreams. We accomplish this through offering our clients fee-only Strategic Wealth Planning Services, fee-or-commission-based Tactical Advisory Services and Consulting Fee Services. All our Services allow access to our unbiased expertise in analyzing, implementing and managing the “best of breed” investment and insurance solutions which are available today in the open marketplace of financial products and services. Our firm's service levels are structured to earn and support long term client/family relationships that will embrace multiple generations, and they have achieved just that. We are proud of our UT heritage and we are passionate about having the opportunity to serve our fellow UT family members and friends. We look forward to visiting with you soon! Hook'em!! Securities offered through Securities America Inc., Member FINRA (www.finra.org) / SIPC (www.sipc.org). Advisory Services offered through Securities America Advisors Inc. Longhorn Wealth Management Group and Securities America are unaffiliated. This Advisor is Securities Licensed in: AL, AR, AZ, CA, CO, FL, LA, MN, NY, OK, PA, TX, VA, WA, & WV.

Our mission is to provide clients with objective advice and a level of service that far exceeds the industry standard. Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through 360 Wealth Management LLC, a registered investment advisor. 360 Wealth Management LLC and Foundation Wealth Partners are separate entities from LPL Financial. For a list of states in which the financial consultants affiliated with Foundation Wealth Partners are registered to do business, please visit www.foundationwealthpartners.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.