New clients often say they want “to understand what they have”. They don’t want just an inventory, they want reassurance they’ll be okay, even if the future takes an unexpected turn. Clients want help formulating a plan to meet their short- and long-term spending goals, maximize their employee benefits, minimize lifetime taxes, and protect what they make, what they own, and who they love. As an independent firm, we have the freedom to work with clients any way they need us, and client needs always come first. We believe plans should be simple to understand and the implementation straightforward and directed according to priority. We call it the Power of Partnership, and it’s ongoing, proactive, and multi-generational.
Melissa Brennan serves on the Board of Directors for the DFW Financial Planning Association and the Estate Planning Council of North Texas. She teaches CFP® courses in SMU’s CAPE program and served on the Texas SBOE workgroup that recently updated high school Economics and Personal Financial Literacy curriculum. She is quoted by Nerd Wallet, CNBC, AARP, Kiplinger’s, and other publications. Her pro bono passion is providing financial coaching to the newly widowed through Wings for Widows.
Melissa, her husband, and pups live in Plano. During football season, she’s cheering for either the Razorbacks or the Mizzou Tigers. The rest of the year, you’ll find her tinkering in the yard. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Symphony Financial , a registered investment advisor. Symphony Financial and ARS Private Wealth are separate entities from LPL.