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About Us
Our Focus
Vision Prism
Investment Rules
Holistic Approach
Client Contact Standards
Objective Fiduciary
Client Engagement
Compliance & Disclosure
SERVICES
Money Management
Financial Planning
Social Security
Medicare Planning
401K
Retirement Income Distribution Plan
Operations & Administrative Practices
YOUR TEAM
Richard M. Rosso
Danny Ratliff
LOCATIONS
Houston
The Woodlands
Austin
EVENTS
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Join Us
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RIA Portal
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Ameritrade
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