Retirement fund management in Flower Mound, Texas

Merrill Lynch Financial Advisor Brooks A Bowman is a finance institution located at 4281 Esplanade Place, Flower Mound, Texas, United States. Brooks Bowman is known for his old-fashioned work ethic, high energy, and dedication to details, which he blends to enhance distinct aspects of clients' financial lives. His goal is to help clients build sustainable, multi-generational wealth by listening to their concerns, identifying their goals, and offering sincere attention and guidance that each client deserves. Brooks has a loyal circle of client families who are saving for retirement but do not have the time or inclination to manage their investments. He focuses on clients' financial goals to bring purpose and clarity to their investments, ignoring daily market noise and avoiding emotional investing pitfalls. Brooks holds the Chartered Retirement Planning Counselor and Certified Plan Fiduciary Advisor designations and is a Portfolio Manager who can manage clients' investments on a discretionary basis. He works with clients to identify their primary goals and needs, such as asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services, crafting financial strategies to help clients pursue desired outcomes and preserve wealth for current and future generations. Brooks has a BBA in Entrepreneurship and Venture Management from the University of Oklahoma and resides in Argyle, TX with his wife and children. At Merrill Lynch Wealth Management, Brooks and his team provide personalized financial planning centered on clients' goals and priorities, helping them manage, grow, and preserve their wealth while addressing their evolving needs over time. They offer the Merrill Personal Wealth Analysis™ to build a customized financial plan, supported by the global resources of Merrill and a team dedicated to building strong client relationships based on trust and personalized service. Brooks believes in creating comprehensive strategies to turn clients' goals into reality, helping them pursue their aspirations while managing strategic investment risk. By understanding clients' personal financial goals and priorities, Brooks designs a customized financial strategy to help clients address fluctuations in the market and changes in their lives, working together to achieve their goals. Merrill Lynch Wealth Management Advisors prioritize clients' financial needs and goals, offering personalized investment strategies and comprehensive financial solutions tailored to their unique situations. Brooks and his team are committed to helping clients stay on track to achieve what matters most to them, providing the latest investment insights, tips, and strategies to help clients live their best financial lives.

Merrill Lynch Financial Advisor Justin Lemish is a finance institution located at 4281 Esplanade Place in Flower Mound, Texas, United States. Justin has been a Financial Professional since 2013, specializing in providing a comprehensive approach to wealth management. He listens to clients' goals and objectives to develop a financial strategy tailored to help them reach those goals. With the investment insights of Merrill Lynch Wealth Management and the banking resources of Bank of America, Justin can address every aspect of a client's financial situation. Justin is passionate about helping clients achieve financial security so they can spend time with family, friends, and doing what they love. He also focuses on assisting small and medium businesses in providing employee benefits. Justin holds the Certified Plan Fiduciary Advisor, CPFA designation, and has the insight and experience to help business owners provide retirement strategies for employees by offering access to the firm's fiduciary advisory services.

Lifetime Capital Planning Group LLC is a finance institution located at 700 Parker Square Road in Flower Mound, Texas. Our team of financial experts is dedicated to helping individuals and families achieve their long-term financial goals through comprehensive planning and strategic investment management. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our experienced professionals are here to provide personalized guidance and support every step of the way. Trust Lifetime Capital Planning Group LLC to help you secure your financial future.

Boda Financial Group, Inc. is a reputable finance institution located at 2913 Corporate Circle in Flower Mound, Texas, United States. With a strong focus on providing personalized financial services to individuals and businesses, Boda Financial Group, Inc. offers a wide range of financial solutions including wealth management, investment planning, retirement planning, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Boda Financial Group, Inc. can assist you with your financial needs.

At Edward Jones - Financial Advisor: Randy E Pope, CEPA®, located at 3111 Cross Timbers Road in Flower Mound, Texas, you can expect personalized financial advice and guidance from a certified professional. Randy E Pope, a Certified Exit Planning Advisor, offers expert financial planning services to help clients achieve their goals and secure their financial future. Whether you are looking to invest for retirement, plan for your children's education, or navigate through a major life transition, Randy E Pope is dedicated to providing tailored solutions to meet your individual needs. Trust in Edward Jones for reliable and trustworthy financial advice in Flower Mound, Texas.

Edward Jones - Financial Advisor: Paul Foutch, CFP® is a reputable finance institution located at 2221 Justin Road in Flower Mound, Texas, United States. With a focus on providing personalized financial planning services, Paul Foutch, a Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Edward Jones - Financial Advisor: Paul Foutch, CFP® is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Chance Adair, CEPA® is a trusted finance institution located at 2604 Long Prairie Road in Flower Mound, Texas, United States. Chance Adair, a Certified Exit Planning Advisor, specializes in providing personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Chance Adair and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact them today to schedule a consultation and start planning for a secure financial future.

Merrill Lynch Financial Advisor Andrea Nicole Deeley is a finance institution located at 4281 Esplanade Place, Flower Mound, Texas, United States. Managing your wealth begins with a comprehensive understanding of your financial situation. Andrea Deeley can help create a flexible strategy tailored to your needs, with access to investment insights from Merrill and banking solutions from Bank of America. Specializing in personalized wealth management strategies, Andrea is committed to helping clients pursue their financial goals. As a Merrill financial advisor, Andrea also actively participates in community service and volunteering. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed based on your goals and aspirations. By utilizing the Investment Personality Assessment, Andrea can customize a financial approach to align with your preferences and priorities. With a focus on understanding your evolving life and goals, Andrea provides tools to keep track of changes and adjust your financial strategy accordingly. Registered in multiple states, including CA, NC, NM, TN, TX, UT, WA, and WI, Andrea Deeley prioritizes building long-lasting relationships with clients and offering tailored financial solutions. Please note that investing involves risk and it's important to consult legal and tax advisors before making any financial decisions. As a part of Bank of America Merrill Lynch, Andrea Deeley offers a broad range of financial services, including brokerage, investment advisory, and more. Trust, fiduciary, and investment management services are also available through Bank of America, N.A. and its affiliates. Bank of America Private Bank, U.S. Trust Company of Delaware, and other banking products are provided by Bank of America, N.A. and affiliated banks. Andrea Deeley strives to provide clients with valuable information about products and services that align with their financial goals and interests. Please visit the website for more information and terms.