Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management 

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Mike Kolacz, CEP, CWS, LUTCF, RFC

Investment Advisor Representative

(972) 771-9411

(972) 404-0048

LinkedIn Mike has been in the financial services industry for 38 years and has achieved the CEP, CWS, LUTCF & RFC designations. Mike is a qualifying and Life Member of the Million Dollar Round Table, www.mdrt.org, has qualified at the...

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Bradley M. Epstein, CPA

Investment Advisor Representative

(972) 771-9411

972-404-0048

Bradley Epstein opened his own Firm in June 2004 after serving as a senior manager for multiple local and national CPA firms for the prior ten years. Bradley's office is located in Rockwall, Texas. Bradley received his Bachelor of...

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Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.



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