In a very flattering and super nice summer surprise, I was recently notified of a nomination to Dallas’s D Magazine as one of the Best Financial Planners for the sixth consecutive time. This nomination, by peers, includes a small and select group of Dallas based planners that I am extremely proud to be a part. Thanks very much!
This year’s “Kids Themed” Holiday party is totally new for us and will be at the Dallas Children’s Theatre. Mark your calendar for a mid-afternoon gathering on Saturday, December 1st, 2012 as clients, friends and families will gather for a fun-filled entertainment event, followed by a viewing of a play at the Theatre.
Enjoy your Friday and have a great weekend, thanks for reading us this week!
8222 Douglas Ave # 590
Dallas, TX 75225