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Our Services

Wealth Management Services

We offer a variety of plans and service options depending on the individual needs of the client. All varieties of our client relationships follow the same four step process:

1. Assist in defining personal financial goals and objectivesto be pursued in the areas of, but not limited to, business planning, disability protection, long-term care protection, college funding, retirement plan allocation, risk management and more.

2. Supply analysis and detailed recommendations for the actions and investment strategies necessary to attain your goals.

3. Furnish specific recommendations as to the allocation of your current financial resources among different types of assets including investments, savings, and insurance should these resources not be consistent with your goals.

4. Provide periodic updates and reviews up to 4 times per year while monitoring your investments and financial plan using continuous planning methods allowing for quick what-if scenarios and easy goal tracking.

We charge by the hour, by annual contract, by fee, or transactionally; whichever fits your situation most appropriately. We have the tools and the experience to get you where you need to go, call or email to setup your initial consultation.

FREE CONSULTATION

How we do it...

http://financialpicture.com/IntegratedFinancialPlanningCenter/Box.html

call us for more info.

Donald Kuhs, Paul Gardner, and Amanda Dunlap are Registered Representatives of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the state of Texas or other states in which we are licensed. No offers may be made or accepted from any
resident outside the specific state(s) referenced.

Donald Kuhs and Paul Gardner are also separately registered as an investment adviser representative under Integrated Financial Planning Center, a registered investment advisor, offering advisory services in the state of Texas . As such, these services are strictly intended for individuals residing in Texas. Advisory services also offered through Royal Alliance Associates, Inc., a Registered Investment Advisor.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.