JMG Wealth Management

WealthStar Advisors, LLC is a registered investment adviser based in Plano, TX, offering a range of financial services to clients. With a team of qualified associates, they are dedicated to providing personalized advice and guidance to help clients achieve their financial goals. As a trusted partner, WealthStar Advisors, LLC focuses on building long-term relationships with their clients, offering services such as investment management, financial planning, and retirement planning. With a commitment to transparency and a client-centered approach, they strive to help individuals and families navigate the complexities of the financial world.Generated from the website

Creative Planning, based in Addison, TX, is a leading financial advisory firm specializing in comprehensive wealth management services. With a focus on high-net-worth and ultra-affluent clients, the firm offers solutions in investment management, estate planning, strategic tax planning, and family office services. Under the leadership of President and CEO Peter Mallouk, Creative Planning is dedicated to a personalized approach that addresses the unique financial needs of clients across various stages of life. The firm also emphasizes legacy planning, charitable giving, and wealth transfer strategies to ensure generational wealth and impact. Generated from the website

Thelemann Bookkeeping & Tax Service is a full-service tax and bookkeeping service dedicated to providing you and your small business with the expertise in all areas of bookkeeping and tax assistance. Whether you are an individual needing help with your personal taxes or a small business seeking assistance with payroll tax, sales tax, property tax or local, state or federal taxes, we can meet your needs. Call us today for more information.