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.

Bowie is an investment management firm serving as a strategic partner to manage financial assets for ultra-high net worth individuals and family offices. By drawing on our experience investing across multiple asset classes and exercising sound judgment, Bowie distills the complexity of financial markets into a timeless investment program. We operate with a unique collaborative approach with our partners, investing alongside you and aligning our interests with yours. We invest with a business mentality, using innovative frameworks to identify and own equity in enduring companies. We believe that combining a timeless investment strategy with resolute discipline produces investment excellence and client confidence, the keys to preserving and growing wealth for our investors.

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.

Perryman Financial Advisory is a Dallas-based financial planning and investment firm serving a select number of individuals, families, and businesses. Our mission is to serve as a trusted advisor for our clients as they accumulate, preserve, and transfer their wealth. According to Perryman Financial Advisory, the role of a financial advisor is to identify and implement the most effective ways to build, manage, grow and preserve your wealth. Perryman Financial Advisory clients enjoy the benefits of combined of credentialed, experienced professionals. This blend of knowledge offers clients the ability to maximize grown potential and maximize and minimize tax implications.

Chessman Wealth Strategies’ mission is to help you make smart choices about your money, helping you to worry less, enjoy life more, and ultimately become better stewards with the resources God has entrusted to you. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

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.

As independent professional advisors, we offer you a personalized financial strategy. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the markets and in your circumstances, We focus on each client's complete financial picture, from building a nest egg to passing assets on to heirs. We are dedicated to the success of our clients through quality individualized planning, thoughtful advice, sound risk management as well as solid money management. For more information about our services, please visit our website at www.fortunewealthmanagement.com. Investment advice offered through Fortune Wealth Management, LLC, registered with the United States Securities and Exchange Commission as a Registered Investment Adviser. Fortune Wealth Management, LLC may only transact business in a state if first registered, excluded or exempted from state investment adviser registration requirements. Several of our associates are registered representatives of Silver Oak Securities. Securities are offered through registered representatives of Silver Oak Securities, member of FINRA and SIPC Third party posts found on this profile do not reflect the views of Fortune Wealth Management, LLC and have not been reviewed by Fortune Wealth Management, LLC as to accuracy or completeness.

Passed Certified Financial Planner Exam in March 2020, I help people maximize their potential to reach their investment, retirement, education goals through comprehensive financial planning.

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!