Broker Check

301 E Main Street
Suite B
Crowley, TX 76036

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Kathie Novotny

(940) 441-4466

 

Our Services

Once your goals have been identified, we will develop a customized financial strategy to suit your vision and objectives. We will walk you through a step-by-step process to help you feel confident during the decision making process and the creation of your plan.

To help you execute a sound financial program we offer the following services:     

  • Tax Planning offered through our "qualified partners"
  • Investment Management
  • Life Planning 
  • Retirement Planning
  • Estate Planning
  • Small Business Planning
  • Free Seminars