SPECTRUM FINANCIAL GROUP
13455 Noel Road, 20th Floor, Dallas, TX 75240
Since 1901
Financial Education, Budgeting, Investment Strategies, Risk Management, College, Cash Flow, Retirement, Long Term Care, Legacy, Distribution and Succession Planning, Tax Strategies, Key Employee Incentivization Programs, Business Protection, Insurance, Employee Benefits Program & Asset Protection Techniques
Provides comprehensive Planning is the process of tying together business and charitable planning ● By working with their advisors, you can take meaningful, manageable steps toward developing an integrated strategy
TBR® Inspection Report
HEWITT SERVICES
12990 Pandora Drive, Suite 195, Dallas, TX 75238
Since 2003
Cash Flow Management, Business Valuation, Strategic Business and Succession Planning, Non-Profit Organizations, Small Business Financial and Part-Time CFO Services, Bank Financing, New Business Formation, Internal Controls, Payroll, Tax Services, Tax Preparation and Problems, QuickBooks Services, College Education & Estate Planning
Free Consultation ● Their high standards, service and specialized staff spell the difference between their outstanding performance ● Provide total financial services to individuals, large and small businesses and other agencies ● Investment and retirement calculator available
TBR® Inspection Report
MCGOWAN GROUP ASSET MANAGEMENT
200 Crescent Court, #657, Dallas, TX 75201
Since 2001
Investment Plans, Education Planning, Cash Flow, Municipal Bonds, Exchange Traded Funds, Corporate Bonds, Current Personal and Financial Situation, Future Needs, Risk Tolerance, Estate Concerns, Retirement Planning, Closed and Open End Mutual Funds & Corporate Bonds
There are Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high net worth families with the ultimate goal of delivering superior client profitability through excellence in service ● Provides advice to individuals, trusts, estates or charitable organizations, pension and profit sharing plans and corporations, limited liability companies and other business types
TBR® Inspection Report