Strategic Partners
In creating custom, comprehensive retirement plans for our clients, North Texas Wealth Management coordinates with professionals in related fields. Various professional disciplines are represented in our STRATEGIC PARTNER NETWORK. Our clients may choose to contact these or other professionals in conjunction with their Retirement Plans.
LEGAL
Elder Law and Medicaid Planning
Michael B. Cohen, Attorney & Counselor at Law
dallaselderlawyer.com | 214-720-0102
Elder Law and Estate Planning
Erin W. Peirce, Attorney
leulawfirm.com | 972-996-2540
Special Needs, Estate Planning & Probate
Jennifer Finch, Associate Attorney
jennifer@weekslawfirm.com | 214-269-4290
Family Estate Law
Mark O’Briant, Attorney at Law
obriantlaw@aol.com | 972-239-4800
Labor & Employment Law
Kim Moore, Attorney at Law
strasburger.com | 469-287-3922
Guardianships & Special Needs Trusts
Richard D. O’Connor, Jr, Attorney at Law
roconnor@airmail.net | 214-691-3400
Tax Law & Asset Protection
William E. Johnson, III
TaxAtty@wejohnsoniii.com | 214-922-8884
Real Estate Law
Phillip M. Ruais, Attorney at Law
ruaislaw.com | 214-572-2109
TAX
Business Tax Planning & Business Succession Planning
Denis L. Burns, CPA
theburnsfirm.com | 972-699-9994
Certified Public Accountant
Cathy Clopton, CPA
cathy@cloptoncpa.com | 972-272-6478
INSURANCE
Auto-Home-Life Insurance
Nat Hasnat
libertymutual.com/Nat-Hasnat | 972-529-9896 x58875
LENDING/REAL ESTATE
Mortgage Loans
Crystal Ramsey
crystal.ramsey@highlandloansource.com | 214-937-3621
Realtors
The Colleen Frost Team, Colleen Frost, Realtor
colleen.frost@gmail.com | 214-284-1080
Keller Williams, Ryan Cave, Realtor
ryan@caverealty.com | 214-789-9366
BUSINESS 401K / PENSION CREATION
Pension Planning Consultants
Konny Brest Drennan
pensionplanningusa.com | 817-633-1200
TRAVEL RESOURCES
Leisure World
Marilyn E. Board, Travel Associate
mboard@ntin.net | 214-924-1009
You are under no obligation to use the services of any of the entities shown and may choose any qualified professional to provide the services described above. LPL and the listed companies on this page are separate entities.