fbpx

Your Partner In Comprehensive Planning

Our team uses a comprehensive approach to help you answer the two questions that cause investors concern: “Can I achieve my wealth goals?” and “Do I have any financial blind spots?” 

About Us

First, we’ll help you determine your individual and family goals. By discussing where you are today compared to where you would like to be in the future, we can ascertain what parts of your current financial plan may hinder your chances of attaining those goals. Finally, after several in-depth conversations, we’ll determine what asset allocation will be appropriate given your desired rate of return and risk tolerance.

Our aim is not to be your first financial advisor, but to be your last financial advisor. As part of our comprehensive approach, we often partner with estate planning attorneys, CPAs, and life insurance, disability, and long-term care providers in order to confirm we have all of the bases covered when it comes to your retirement. We take pride in providing exceptional customer service and forming deep and lasting friendships with our clients.

We would love the opportunity to sit down with you for an initial consultation or an unbiased second opinion about your current financial plan. You can learn more about our team by calling our office directly at 214-387-4500 or requesting a welcome packet.

Meet the Team

Learn more about each of the dedicated members of the Gonzalez Wealth Team.

Manny Gonzalez

Vice President, Southwestern Investment Group | Financial Advisor, RJFS

Read Bio

Cynthia Lane

Client Operations, RJFS

Read Bio

Contact Our Team

Our Location

2601 Network Blvd., Suite 101
Frisco, TX 75034
972-987-1202

Latest Resources

  • Merging Finances After Marriage

    8 Tips for Merging Your Finances After Marriage

    January 7, 2020

    Marriage is built on a foundation of sharing and compromise. While that

    Read More

  • 6 Questions to Ask Yourself When Selecting a Beneficiary

    January 1, 2020

    Choosing a beneficiary is rarely given the thought it deserves. You’re writing

    Read More

  • How a Trust Can Meet Your Estate Planning Goals

    December 23, 2019

    Thanks to terms like “trust fund kid,” it’s commonly mistaken that trusts

    Read More

See More Resources