We have built what we believe is the perfect delivery machine for all things financial. Our team of experienced advisors, CPA's and lawyers provides a wide range of financial services. We are working with clients, from individual investors to large financial institutions, to develop advanced portfolio management strategies to.
It's not going to be your parents' retirement - rewarded at 65 with a gold watch, a guaranteed pension, . We have over 30 years of experience providing experienced financial advice for both businesses and individuals. We make this belief a reality by putting clients first, leading with exceptional ideas, doing the right thing, and giving back.
It's not going to be your parents' retirement - rewarded at 65 with a gold watch, a guaranteed pension, . We have over 30 years of experience providing experienced financial advice for both businesses and individuals. We make this belief a reality by putting clients first, leading with exceptional ideas, doing the right thing, and giving back.
Services
Having a background in the financial services business both as a financial advisor and sales trainer for over 34 years, I always felt there was something missing. I had been very successful as a financial advisor working for the biggest Wall Street firms, Merrill Lynch, Smith Barney, UBS, etc. but found myself contemplating - how could I do a better job for my clients?
Investment Advisory Services offered through Retirement Wealth Advisors Inc. (RWA) a Registered Investment Advisor. Metroplex Wealth and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
It's not going to be your parents' retirement - rewarded with a gold watch, a guaranteed pension, and health insurance for life. Retiring in the 21st century, pensions have become a thing of the past and retirement plans have changed, forcing pre-retirees and retirees to depend on what they have been able to accumulate to live in retirement.
There is a difference between having your taxes prepared and proactive tax planning. The IRS Tax Code is filled with tax savings ideas. You just need to know where to look and how to apply the rules that can relate to your individual situation. We have partnered with Financial Gravity, a local, publicly traded company that specializes in helping lower your taxes and increasing your profitability which in turn, helps grow your wealth.
Asset protection is becoming more and more important as society becomes more and more litigious. Properly structuring your assets to legally protect your assets is essential in these times. Gifting, trusts, retirement plans and Family Limited Partnerships are common asset protection strategies that are used to help protect you, your family, and your business.
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