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Retirement and Estate Planning

Retirement and Estate Planning

The need for financial planning doesn't stop once you reach retirement. In fact, during retirement it's more important than ever to work with a financial planner to ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs. 

Get the Support You Need For Your Financial Goals

Get the Support You Need For Your Financial Goals

Our team of experienced financial advisors will work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way. 

Observed Holidays

Observed Holidays

Holidays
Contact us

Contact Us

Contact

Our Team

Amanda Dunlap

Amanda Dunlap

CEO, AFP, Osaic Wealth Financial Advisor

(512) 327-2276

(512) 861-2287

Perreda Manor

Perreda Manor

Chief of Operations

512-861-2288

512-861-2288

Jennifer Salinas

Jennifer Salinas

Director of Marketing

512-298-3457

512-298-3457

Felicia  Paul

Felicia Paul

Accounting & Tax Consultant

512-327-7854

512-327-7854

Janice  Gray

Janice Gray

Executive Assistant

512-327-2276

512-355-1078

Janie McConnell

Janie McConnell

Registered Client Service Assistant

512-900-8316

512-900-8316