Our office is located at:

118 S. Tennessee Street
McKinney, TX 75069

Fax: 972-542-3501


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Our Strategic Partnerships include business relationships with best-of-breed product and service providers enabling the most comprehensive and efficient client service. Our partnerships include:

The Weiner Group College Saving and Funding Strategies  
The Weiner Group
The Weiner Group helps families create a successful financial strategy that allows children to go to college and parents retire with dignity and peace of mind.
RIT Group logo  
RIT Group
RIT Group is an IT support company that helps businesses maximize their potential through technological solutions and automation. 
After more than 20 years, Intuit continues to transform business and financial management for small businesses, accounting professionals and consumers. The company's mission is to create new ways to manage personal finances and  small   businesses   that  are  so  profound   and   simple,
customers cannot imagine going back to the old way.