Specialized Services:

Financial Planner SouthlakeWe provide a broad array of financial and business planning services. We act as advocates on
behalf of businesses, families and individuals, who require specialized financial planning, as well as investment advisory services. Our objectives are to help our clients implement investment tax strategies, maximize capital accumulation, protect and preserve assets on a tax-advantaged basis. Whether you need financial planning, personal investments, retirement planning, 401(k) plans, profit-sharing or other executive compensation and bonus plans, we have the experience and know-how to provide a blend of products and services to help meet the needs of our families, trusts and business clients.

Financial Planning:

  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • Account Rollovers
  • College Savings Strategies
  • Estate Planning
  • Money Purchase Plans
  • Profit Sharing Plans
  • Deferred Compensation Plans
  • Defined Benefit Plans


  • Bonds
  • Common Stock
  • Traditional & ROTH IRA’s
  • Simple IRA
  • Brokerage Accounts
  • Government Securities
  • Variable & Fixed Annuities

Risk Management:

  • Life Insurance
  • Health Insurance
  • Group Benefit Plans
  • Disability Income Plans
  • Long Term Care Planning

Neither Transamerica Financial Advisors, Inc. nor its Representatives may offer tax and/or legal advice. Please consult your tax and/or legal adviser for guidance on your particular situation.