About Us

Tim Philpot and David Schoening provide financial advisory services, money management and education about products, services and life transition issues to near-retirees, retirees, professionals, business owners, physicians, widowers, widows and independent women. With personalized attention and dedication to detail, we are driven by our client’s needs and expectations of financial success. Most of our clients reside in the Dallas/Fort Worth Metroplex, but we do serve clients living in other areas of Texas.

Our goal – helping our clients get their entire financial situation in order by maintaining and achieving their financial goals. We help clients make sure the financial decisions they make, which will impact the rest of their lives, are completely aligned with their most important financial goals and their deeply held spiritual and personal values.

Whether it’s a plan for meeting your current living expenses, maintaining an appropriate lifestyle in retirement, gathering and organizing your financial and legal documents, developing an appropriate investment strategy for your financial goals, minimizing your tax burden, helping protect you from serious financial loss, or helping you gain a peace of mind with respect to your finances, Tim Philpot and David Schoening are available to serve you.

Listening and clearly understanding your values, goals, financial and family situation along with the development of an adequate financial plan and the regular reviewing, updating and adjusting of your plan is what Tim and David do.

We will always put your interests first. We will inform you of all the costs relating to your account(s) and your investment transactions. We strive to meet and exceed your expectations as our client, and to uphold the trust you have put in us.

Can Tim and David Help You?

We very much appreciate your interest in allowing us to serve you. To help you determine if we might be the right financial advisors for you, we’ve posted our Client Profile on this website.

Tim and David invite you to call to set up a time to visit with us. This visit is at no-cost and there is no-obligation. We simply want to explore the potential opportunities in working together. Tim Philpot or David Schoening typically can be reached Monday – Friday from 9:00 am to 5:00 pm, but are willing to meet with you after hours or on select Saturdays.