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Office Information

100 Lexington St., Suite 100
Fort Worth, TX, 76102

Branch Team

Office Hours

Mon-Fri: By Appointment Only

Your Future

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

We strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

Our team of professionals have years of of experience in financial services. We can help you address your current and future needs. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We can help identify potential roadblocks and uncover hidden opportunities. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Clint Muirhead, CFP® NSSA® CSSCS

Certified Financial Planner (CFP®), Wealth Manager

817-870-1130 x122


I am a Certified Financial Planner (CFP®), National Social Security Advisor Certificate Holder (NSSA®), Certified in Social Security Claiming Strategies (CSSCS), & a NFLPA Registered Player Financial Advisor in Fort Worth, Texas.

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Ryan Kelley, RICP® CSSCS

Investment Advisor, Retirement Income Certified Professional®

817-870-1130 x115

I am a dedicated financial advisor in Fort Worth, Texas with a Retirement Income Certified Professional® designation and Certified in Social Security Claiming Strategies (CSSCS).

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.

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