Our Client Profile

Our goal is to serve people and we try to do this in a unique way. We know we cannot be all things to all investors and that’s okay. Tim Philpot and David Schoening desire to work with people who want a personal relationship with their financial advisor. For Tim and David it’s about getting to know you, learning about your values and what you want to achieve with your long term goals. Then we’ll work together to build a strategy to help you get you there.

We specialize in working with a person who:

  • Lives in the Dallas/Fort Worth, Texas Metroplex, and is a professional, business owner, physician, pre-retire/retiree, widower/widow or an independent woman. A person who has traditional values, values common sense planning and appreciates personal relationships.
  • Desires to make a difference in their financial well being. A person who wants to make smart choices with their money especially before, during and after a major life event such as a career change, the sale of a professional practice or a business, divorce, death of a spouse or receiving an inheritance.
  • Looks for the best in people and has a positive attitude about life with a desire to grow spiritually, professionally, and personally.
  • Wants professional guidance and support and desires to outsource their financial planning, insurance planning, tax planning, management of their investments and estate planning to a trusted professional.
  • Is willing to follow a disciplined strategy to improve their financial well being instead of reacting to financial propaganda, conflicting opinions and events outside of their control.

If you feel you match this profile you are invited to learn about a no-cost, no-obligation initial meeting to explore the potential benefits of working with either Tim Philpot or David Schoening. We are available whenever you are! Our typical office hours are Monday-Friday from 9:00 am to 5:00 pm, but we make ourselves available before or after these hours and on select Saturdays to accommodate your schedule. You can reach us at (817) 285-7333. We look forward to getting to know you!