Milestone Group & Associates

360 Wealth Planners is a Dallas-based financial planning firm that prioritizes financial clarity and simplification. With a team led by Brandon Day, the founder of Advisor Resource Council, the firm embraces change and adapts to the ever-evolving financial landscape. Their services include proactive asset management, sensitivity to expenses and taxes, and a transparent fee structure. As a personal CFO, 360 Wealth Planners offers expertise in various areas such as taxes, accounting, estate planning, realty, mortgages, banking, business valuation consulting, and Medicare health insurance. They are committed to providing tailored planning solutions and are recognized as one of America's Top RIA Firms by Forbes. Securities are offered through LPL Financial, and the firm operates as a separate entity from LPL Financial and Advisor Resource Council.Generated from the website

The Watchman Group is a Plano-based firm that offers personalized wealth management services, including investment management, financial planning, tax analysis, and family office services. With a team of experienced advisors, they take a long-term approach to help clients meet their financial goals through a low-cost, diversified investment strategy. As fiduciaries, the firm is fiercely independent and believes in the power of stocks for wealth creation. They also provide additional services beyond traditional wealth management, such as bookkeeping and business consulting, catering to the unique needs of certain clients. With a passion for serving and learning, the Watchman Group is committed to helping clients navigate the complexities of their financial journey.Generated from the website

Cox Financial Group is a financial services firm based in Hudson Oaks, TX, specializing in personalized wealth management solutions for individuals and families. With a focus on long-term financial planning and investment strategies, the firm aims to help clients achieve their financial goals and secure their financial future. Generated from their business information