Expert and Advanced Financial Planning
for North Texas and Southern Oklahoma and other areas
Are You Afraid of an Economic Earthquake?
Do the current economic and investment climates cause you serious concerns?
Are you thinking that you may need Trusted and Expert guidance and advice?
Thank You for coming to our website. Please take a few minutes to read about us, what we do, and our proven track record. You can start with our Economic Earthquake page or any one on the left.
Investment and Asset Planning LLC is a financial planning firm and Registered Investment Advisor which specializes in Asset Management and Financial Planning on a fee basis. We have been providing these services for over 25 years. Our primary clients are wealthy and semi-wealthy families. We provide a broad range of financial planning services with the great expertise, experience, and trustworthiness.
For our Firm Brochure Click Here