Broker Check

Services

How We Work

Our firm focuses on helping families and individuals develop sound comprehensive financial plans. If you have assets – or developing assets – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many threats against your money today and know the biggest concern for many is losing it in an unfortunate event or going to the wrong person when we're gone. We focus on risk management, estate planning, and money management, as the most critical pieces to preserving your wealth.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

cory@procapitaltx.com   |  972-827-8494

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