Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

Related Content

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Get Financial News & Updates Delivered to Your Inbox

Experience Matters

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attenti

Learn More

Featured Team Member

Gerald Baker, CLU, CHFC

Gerald R. Baker graduated from the University of Texas at Arlington with a B.A. in Economics. He joined Connecticut General in 1969 and served in management and sales until 1978.

Cliff Mead, CFP®

As a financial planner, Cliff is active in creating and analyzing client portfolios as well as producing financial plans. Cliff works closely with Gerald Baker throughout the financial planning process.

Chad McMillan, CFP®

As a financial planner, Chad works closely with each client to establish a long-term financial objective through money management, investment recommendations, and retirement planning.

Office:	817.861.7099
Fax:	817.861.8099