Privacy Policy

Our firm is dedicated to your privacy ...

A Trusted Advisor To Help You Reach Your Goals

Your goals are the driving force behind the financial guidance we offer. As an independent advisory firm, we select the products and strategies that are right for you. We are not beholden to the corporate agenda of a Wall Street firm. We are not influenced by an investment banking arm and our research on your behalf is thus not tainted by conflicts of interest that have plagued Wall Street giants. Our advice spans the broad range of financial issues you must address:

  • Portfolio policy, construction and rebalancing
  • Retirement fund accumulation and withdrawal
  • Tax minimization
  • Funding college and other major expenses
  • Estate planning and trust management
  • Long-term care and home-care insurance
  • Life insurance

 

Tell a Friend

We invite you to tell a friend about our services if you'd like to suggest they consider us for their wealth management needs.

Click For Easy Email

5045 Lorimar Drive
Suite 200
Plano, TX 75093
Phone: 469-241-0122

Email: contact@watchmangroup.com

5045 Lorimar Drive
Suite 200
Plano, TX 75093
Phone: 469-241-0122

Email: contact@watchmangroup.com