Generations of Trust
Based in the Dallas-Fort Worth area and serving Texas families since 1979. We believe your retirement should be the most secure time of your life, not a gamble.
Meet The Team
Franklin Bice
Founder
Franklin has been helping people since 1979 and has served nearly two thousand clients. Experience is a great teacher, and Franklin knows how to guide clients through life's unexpected changes with peace of mind.
John Ferguson
Strategic Planner
In the business since 2020, John is Franklin's right-hand man. He specializes in intricate planning and "Retirement Parachute" strategies. He believes in being available whenever you need him—answering questions from when he wakes up to when he goes to bed.
Our "No-Fee" Philosophy
Why we don't bill you by the hour or take a % of your assets.
"The short answer is that the companies that have products that fit into your plan pay us."
If you invest $50,000, they pay us a commission out of their pocket. We have clients that we have enjoyed helping for thirty years never pay a dime with us.
We think differently. We know plans change and dreams alter decisions. That's why we meet with clients as much as they want, not just annually. Unlike the "other guys" who slot you into a pre-made portfolio, we believe in custom, one-of-one plans. We don't have business hours because life doesn't happen 9-to-5.
Established 1979
Deep Roots in North Texas
We aren't a call center in New York. Starting in Andrews, TX with teachers of the local independent school district, we grew to encompass three time zones with 430 agents all working with your best interests in mind. For over 45 years, we've remained an independent, family-focused firm.