EDWARDS FINANCIAL STRATEGIES
777 Main Street, Suite 600, Fort Worth, TX 76102 Directions
Since 2007
Here’s The Deal:
"Edwards Financial Strategies is located at the prestigious Wells Fargo Tower on the sixth floor in downtown Fort Worth, TX. EFS is a Texas-based retirement planning firm. Their commitment to your future is their strongest asset, designing tailored solutions for every client. EFS also works closely with firms providing income tax preparation, estate planning, tax coaching, real estate, and title services. They ensure that you can take full advantage of all the benefits available to you when you choose to plan."
SPECIALITY:
Income, College Savings, Pension, Financial, Business, Tax and Education Planning, Income Tax Preparation, Investment, Wealth and Asset Management, Life Insurance, Indexed & Fixed Annuities
TBR® Inspection Report:
DIGNUM FINANCIAL PARTNERS
4816 Bryant Irvin Court, Fort Worth, TX 76107 Directions
Since 1985
Here’s The Deal:
"Dignum Financial Partners is an independent financial consulting firm that has been serving Fort Worth and the surrounding area for over thirty years. DFP provides comprehensive financial planning through the commonwealth financial network. They believe that understanding their clients' objectives, delivering sound financial advice, and providing exemplary client service enables them to best lead their clients to accomplish their dreams. All of their recommendations are customized to their individual clients' needs and circumstances."
SPECIALITY:
Cashflow Analysis, Risk Management, Investment Planning and Portfolio Construction Charitable, Income Tax and Estate Planning, Retirement Analysis and Planning, Education Funding & Employee Benefit Review
TBR® Inspection Report:
MICHELLE A WILLINGHAM
2501 Parkview Drive, Suite 203, Fort Worth, TX 76102 Directions
Since 2013
Here’s The Deal:
"Michelle A Willingham has been a financial advisor with Edward Jones since 2014. Edward Jones is an investment firm that understands your financial aims. Michelle focuses on legacy strategies. She builds personalized financial plans for his customers that are designed to help achieve their unique goals. The advisor takes the time to get to know his clients on a personal level and construct measurable objectives tailored to their circumstances. She works with multi-generational families to develop unique strategies for wealth transfer."
SPECIALITY:
EDWARD JONES - Estate Planning, Retirement Income and Savings Strategies, Business Retirement Plans, Common Stocks, Education, and College Savings, Exchange-traded Funds, Individual Retirement Accounts, Insurance and Annuities, Mutual Funds & Systematic Investing