David Kelly Cfp

Gatts Group Thetes is a trusted financial planner located in Grapevine, TX, dedicated to helping clients achieve their financial goals. With a focus on personalized strategies, they offer a range of services including retirement planning, investment management, and tax optimization. Their expert team combines industry knowledge with a client-centered approach, ensuring that each individual receives tailored guidance to secure their financial future. Generated from this place's information

The Asset Preservation Group Inc., located in Grapevine, TX, is an independent Registered Investment Advisor specializing in risk management, retirement income strategies, and tax planning. With a combined 100 years of investment experience, the firm emphasizes personalized financial strategies through the development of tailored Retirement LIFESTYLE Plans to meet clients' evolving needs. Committed to prioritizing clients' interests, The Asset Preservation Group fosters long-term relationships built on open communication and comprehensive financial guidance. Their team includes highly skilled Certified Financial Planners collaborating with independent attorneys to ensure a holistic approach to protecting clients' financial futures and the interests of future generations. Generated from the website