Goosehead Insurance - Becca Ponce

GTX Wealth is an independent financial planning firm based in Georgetown, TX, dedicated to helping individuals create personalized retirement plans tailored to their unique goals and needs. Led by owner and private wealth manager Scott Olson, the firm aims to prevent clients from facing financial struggles in their retirement years, drawing from Scott's personal experience with his parents' lack of a proper retirement plan. With a commitment to providing the ultimate client experience, GTX Wealth offers a range of financial services and expertise to help individuals take control of their financial future. As an independently owned and operated firm, GTX Wealth offers investment advisory services through Sigma Planning Corp and securities through Sigma Financial Corp. With a focus on personalized financial strategies and proactive planning, the firm aims to help clients navigate changing tax laws and maximize their financial confidence. Whether clients are just starting their retirement journey or seeking to upgrade their financial planning, GTX Wealth is dedicated to helping individuals enjoy a comfortable and confident retirement on their own terms.Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Faske Lay & Co. L.L.P. is a prominent certified public accounting firm based in Georgetown, Texas, celebrating over 40 years of partnership and expertise. Recognized as one of the top 25 accounting firms by the Austin Business Journal, the firm prides itself on building strong client relationships and delivering personalized service backed by extensive training and financial acumen. The firm offers a wide range of services, including tax strategy, business advisory, and financial tools, while staying abreast of legislative changes and tax policies. With a commitment to excellence and continual investment in professional development, Faske Lay & Co. ensures clients receive the highest quality assistance tailored to their specific needs, fostering mutual success. Generated from the website