Mit Lending

We are hyper-focused on providing simpler, reliable, and effective solutions to protect and secure our clients financial future. The PEAK plan is designed to use a combination of investments, annuities, and planning to provide clients with a customized, simple written financial plan to guide them through four key areas: income planning, investment planning, tax planning, and end-of-life planning.We believe the middle and upper-middle-class client deserve a financial services boutique and team thats dedicated to their unique needs. Using our proprietary methods, technology, and understanding of YOUR needs, we can help you move through life with more confidence, more freedom, and the peace of mind you deserve.

Twin Oaks Wealth Partners in Plano, TX offers sophisticated wealth management services tailored to the individual needs of their diverse clientele, including business owners, corporate executives, families, individuals, retirees, and those experiencing sudden wealth. With a seasoned team boasting years of experience in the financial services industry, they provide expert guidance to help clients pursue their financial goals and objectives. Specializing in financial planning, investment strategies, portfolio management, retirement planning, and risk management, Twin Oaks Wealth Partners emphasizes the importance of managing risks to safeguard and grow their clients' assets. Their dedication to excellence is reflected in their commitment to exceeding client expectations and providing a pragmatic approach to wealth management.Generated from the website

With the flexibility to offer home loan options to fit your needs, First Horizon Mortgage in Plano stands out against the competition. We offer consistently competitive rates; local expertise; and a seasoned, professional team of lenders to help qualify borrowers and turn your dreams into reality. Visit or contact your neighborhood First Horizon Mortgage office today, or visit us online!