Fiduciary Advisory

Certified Financial Strategies, located in Plano, TX, is a trusted financial services firm that specializes in providing personalized tax strategies and solutions for individuals and businesses. With a team of experienced professionals, they offer a wide range of services including tax preparation, planning, and problem resolution, as well as assistance with IRS audits and debt. Their goal is to help clients achieve their financial goals and navigate the complexities of the tax system with ease and confidence.Generated from the website

Sandene Strategies LLC is a financial advisory firm based in Addison, Texas, offering a range of services including investment management, retirement planning, estate planning, and insurance planning. With a focus on providing clients with a secure financial future, Sandene Strategies LLC follows a comprehensive investment and financial planning process, tailored to the unique needs of executives and business owners.Generated from the website

Rosson Associates is a dedicated and service-oriented insurance brokerage in Dallas, TX, known for its competence, accessibility, and responsiveness to the needs of its clients. They offer a wide range of insurance services, including home insurance, employee benefits, retirement planning, and individual life and medical coverage. With a focus on superior customer service and attention, Rosson Associates works in partnership with clients to meet their needs and goals. In addition to insurance services, Rosson Associates provides a full-service human resource consulting program to help employers stay compliant with various regulations. They offer expertise in HR compliance, including ADA, COBRA, EEOC, HIPAA, FMLA, and more. With a proactive and innovative approach, Rosson Associates aims to enhance group benefits and individual service at affordable prices, ensuring the success and satisfaction of their clients.Generated from the website