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) 720-0102

  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

  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, FSCP
  nat.hasnat@libertymutual.com | (214) 250-5963

• 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

• TRAVEL

  Leisure World
  Marilyn E. Board, Travel Associate
  mboard@ntin.net | (214) 924-1009