Fees for initial financial plans start at $1,000 and depend on the plan's complexity. Subsequent reviews are provided at 50% or less of the original cost, with a minimum of $1,000.
13455 Noel Road, 20th Floor, Dallas, TX, 75240
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Learn about disclosures →William is an investment advisor representative with Spectrum Strategies, LLC, dedicating full-time hours to financial planning. He also owns rental property and helps clients obtain insurance policies, dedicating minimal time to each.