Comprehensive Financial Planning Executive Discount

Comprehensive Financial Planning Executive Discount

Offer Valid: 05/01/2024 - 09/30/2024
C-Suite/Ownership groups can enjoy a discount for a personal financial plan
Consider providing Fee-only, Fiduciary personal financial planning to your key personnel.  As a Chamber member, enjoy multi-plan discounts from our typical individual planning fees.  Our planning team is lead by two CFP Board CERTIFIED FINANCIAL PLANNER(TM) professionals.  Comprehensive financial planning is a holistic approach that includes Tax and Estate Planning, Income and Retirement Planning, Investment Planning, Risk Management & Insurance Planning and Psychological elements of goal setting and financial performance.  We do NOT administer employer sponsored profit sharing plans.  

This Member To Member Deal is promoted by Rockwall Area Chamber of Commerce.

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Platinum Strategic Alliance Partners

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If you have any questions or just want to share feedback with us, please reach out today. 

Rockwall Area Chamber

697 E I-30, Rockwall, TX 75087


Call us anytime M-F from 8:00 AM to 5:00 PM