Strategic Partners
North Texas Wealth Management coordinates with professionals in related fields to create custom, comprehensive retirement plans for our clients. You are welcome, but not obligated, to contacts these or any other qualified professionals about your retirement plan. The suggestions below are all separate entities from LPL.
- LEGAL
Elder Law and Medicaid Planning
Michael B. Cohen, Attorney & Counselor at Law
dallaselderlawyer.com | (214) 720-0102Elder Law and Estate Planning
Erin W. Peirce, Attorney
leulawfirm.com | (972) 996-2540Special Needs, Estate Planning & Probate
Jennifer Finch, Associate Attorney
jennifer@weekslawfirm.com | (214) 269-4290Family Estate Law
Mark O’Briant, Attorney at Law
obriantlaw@aol.com | (972) 239-4800Guardianships & Special Needs Trusts
Richard D. O’Connor, Jr, Attorney at Law
roconnor@airmail.net | (214) 691-3400Tax Law & Asset Protection
William E. Johnson, III
TaxAtty@wejohnsoniii.com | (214) 922-8884Real 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) 699-9994Certified Public Accountant
Cathy Clopton, CPA
cathy@cloptoncpa.com | (972) 272-6478 - INSURANCE
Auto-Home-Life Insurance
Nat Hasnat, FSCP
nat.hasnat@libertymutual.com | (214) 250-5963 - LENDING / REAL ESTATE
Mortgage Loans
Crystal Ramsey
crystal.ramsey@highlandloansource.com | (214) 937-3621Realtors
The Colleen Frost Team, Colleen Frost, Realtor
colleen.frost@gmail.com | (214) 284-1080Keller Williams, Ryan Cave, Realtor
ryan@caverealty.com | (214) 789-9366 - TRAVEL
Leisure World
Marilyn E. Board, Travel Associate
mboard@ntin.net | (214) 924-1009