Strategic Advisory Services

Headquartered in Houston, TX CORDA Investment Management, LLC is an Registered Investment Advisory firm founded by Bonner C. Barnes in 1999. We serve over 1,000 families nationwide with our contrarian-minded value approach to investing.

Rethink Wealth, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.

The Greensage Group, based in Tomball, TX, has been providing experienced wealth and risk management services for nearly five decades. Founded in 1974, the group is known for its commitment to hard work, honesty, stability, and integrity, delivering tailored professional advice to help clients protect and grow their wealth. Specializing in financial planning, retirement planning, estate planning, investment management, and welfare and retirement services, The Greensage Group offers personalized solutions to help clients achieve their financial goals and objectives. With a focus on exceeding expectations and forging lasting partnerships, the group is dedicated to helping individuals and organizations make informed financial decisions for a secure and prosperous future. Generated from the website