Goldfreed is a gold investment consulting company founded by Thomas Goldfreburg. Goldfreed advises individials on gold investment strategies including gold IRA, gold 401k, gold ETF, and physical gold investments.

Imagine your financial future orchestrated with precision and care. Based in Plano, TX, and serving the Dallas–Fort Worth area and clients nationwide, Symphony Wealth Group is a trusted financial planner offering expert wealth management, investment management, and retirement planning services. We also provide estate and legacy planning, insurance planning, and tax planning to address every aspect of your financial life. Our experienced wealth advisors take the time to understand your needs, goals, and values—creating personalized strategies to grow, protect, and transfer your wealth. Acting as your personal CFO, we deliver expert guidance and a premium client experience that brings your entire financial picture into perfect harmony.

At Cremé Wealth, we believe in the power of stories—particularly the stories of families and business owners who have built, protected, and passed on wealth across generations. Our mission is to guide individuals, entrepreneurs, and families on their financial journeys, helping them achieve their goals, protect their futures, and create legacies that last. With Andrew Cremé’s background in management consulting and business strategy, we have a particular focus on supporting business owners. We understand the unique challenges that entrepreneurs face—whether it’s managing cash flow, planning for succession, or navigating the complexities of tax and retirement planning. At Cremé Wealth, we specialize in offering personalized, comprehensive financial services designed to help business owners not only grow their wealth but also protect it for the long term.

The Plano, TX team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.

Retirement Planners of America (RPOA) is a national Registered Investment Advisory firm that manages over $3.58 Billion for over 6,635 clients.* We provide retirement planning services to those in or near retirement. Our goal is for you to have financial peace of mind in retirement and for your money to last as long as you do. Advisory services offered by RPOA Advisors, Inc. (d/b/a Retirement Planners of America). *As of 12/31/23. Our ideal client has at least $250,000 in investible assets.

Mariner Wealth Advisors provides 360-degree advice designed to last by creating a financial strategy designed to change with you.

NexGen is the cutting edge of outsourced accounting and finance services. We use IT to the fullest extent! We are here to provide your business with timely, complete and accurate financials the way you want to see them. Whether you want us to in the office, using VPNs or web based software, we use all means to provide you the accounting and finance services you are looking for. Our team of experienced CPAs provide CFO to Controller to accounting staff knowledge. We will provide you with the best accounting and finance services in the industry. We always stand behind our work.