Skip to content
O:
972.701.2040
Map & Directions
Map & Directions
X
Menu
Home
Our Clients
Our Clients
Business Owners
Corporate Executives
Foundations Endowments and Nonprofits
Retirees
Services
Services
Estate, Charitable Giving & Trust
Our Approach
Financial Planning
Longevity Planning
Longevity Planning
Longevity Planning Resources
Portfolio Management
Retirement Planning
About Us
About Us
Dave Malleck
Lynn Scoggins
Kirk Barrett
Diana Jenkins
What Makes Us Different
Why Work With a CFP
Resources
Resources
Commentary and Insights
Articles
Client Access Videos
Digital Account
Living Your Legacy
Living Your Legacy
Career
Community
Family
WorthWhile
Contact Us
Contact Us
Second Opinion
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
5005 Lyndon B Johnson Freeway, Suite 720
Dallas, TX 75244
O: 972.701.2040
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Business Ownership
Estate & Giving
Family & Lifestyle
Markets & Investing
Media
Article
Newsletter
Remote work and its effect on real estate
A pandemic necessity. But, how have remote preferences and hybrid workstyles since impacted business and real estate development?
Read
Technology & Innovation
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Read
Business Ownership
Give your old devices new life
Old devices don’t have to add to the clutter. Here are some options for getting the most out of those electronics.
Read
Family & Lifestyle
Impact of local infrastructure investments on a portfolio
Infrastructure has historically drawn the attention of institutional investors. But now individual investors are starting to take notice.
Read
Markets & Investing
Wills, trusts, POAs and directives: What’s the difference?
Explore the various types of estate planning documents and how they factor into your financial plan.
Listen
Estate & Giving
Life insurance, loans and liquidity for your heirs
A life insurance policy could help protect your estate while ensuring your heirs have the liquidity they need.
Read
Estate & Giving
Now or later? How and why you give can be illuminating
Making your charitable donations in mindful ways that support your values can maximize their impact.
Read
Estate & Giving
Load more
Load more