We take a unique wealth management approach.

You need a wealth manager who’s capable of keeping up with you—we can. 

We take a unique wealth management approach.

You need a wealth manager who’s capable of keeping up with you—we can. 

Helping our clients create the financial and retirement futures they deserve.

Everyday, we put the best interests of our clients first.

We have the client - and only the client - in mind when we do business.


We Want to Help

Our mission is to get to know and understand your needs, wants, and long-term goals.

We Understand

From managing debt, to saving for college, and planning for retirement – these challenges can be overwhelming. 

We Innovate

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. 

We Want to Help

Our mission is to get to know and understand your needs, wants, and long-term goals.

We Understand

From managing debt, to saving for college, and planning for retirement – these challenges can be overwhelming. 

We Innovate

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. 

We have the client - and only

the client - in mind when we do business


We Want to Help

Our mission is to get to know and understand your needs, wants, and long-term goals.

We Understand

From managing debt, to saving for college, and planning for retirement – these challenges can be overwhelming. 

We Innovate

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. 

Our mission is to get to know and understand your needs, wants, and long-term goals.

We want to help you develop, implement, and monitor a strategy that’s designed to address your unique situation, challenges and goals.


We also understand the financial hurdles families may face today. From managing debt, to saving for college, and planning for retirement --- these challenges can be overwhelming.

Our commitment is to utilize all of our resources to help you manage challenges today so that you can relax and enjoy your future. 


We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you – the client – and your satisfaction. 

Services

Services



Financial & Wealth Planning

Once we know your goals, and we know the current state of your finances, we can make recommendations and create a plan for you. There are usually many paths to reaching your goal. We can help you discover the pros and cons of each to develop a comprehensive wealth management plan.

Investment Management

Nothing can protect you completely from market volatility but aligning your portfolio allocations with your risk tolerances to help ensure that you’re comfortable with your wealth management choices is always the first step. After that, constant monitoring, review and assessment gives us the right information to stay the course or course-correct if needed. 

Portfolio Management

Financial and retirement assets can be held in a variety of accounts, each with its own level of complexity and maintenance. We can help make sure all of your accounts are in sync with one another and handle the ongoing monitoring and adjustment required. 

Retirement Income Planning

We believe an enjoyable and lasting retirement depends on having a stable retirement income. After looking at your unique financial situation, we aim to design a retirement plan that helps you create an income you won’t outlive—one that maximizes the value of your assets and preserves a legacy.


Legacy Planning

Legacy planning can be an emotional and complex series of decisions. Whether you want to leave assets to heirs, a charity, or want to develop a succession plan for your business, we can help you design a strategy that allows you to share your life’s successes with others.

Tax Strategies for Retirement

Most of us dread paying taxes, but it’s a necessary part of managing your financial future. We can’t make your tax bill go away, but we can take a look and see if strategies to reduce taxes might apply to your financial and retirement situation. Every dollar saved today can work for you in retirement.

Social Security Maximization

Choosing when and how to draw Social Security can be a tough decision. A number of factors, including your marriage status, can impact your options. We can help you navigate the possibilities, so you get the most from your hard-earned benefits.

Insurance

People often talk about insurance as “protection,” but it’s really a form of risk mitigation. It helps to ensure that, no matter what twists and turns come with life, clients have a safety net in place. Whether it’s life insurance, long-term care insurance, or an annuity – insurance can provide resources when most needed.

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Employee Benefits

If you own a business, you may already offer a 403(b) plan. If you do, you might consider adding a 457(b) for eligible employees so they can choose the best plan to suit their needs and goals. It’s a great way to give your employees more options to save and prepare for retirement. 

Financial and Wealth Planning

There are usually many paths to reaching your goal. We can help you discover the pros and cons of each.

Investment Management

Nothing can protect you completely from market volatility, but aligning your portfolio allocations with your risk tolerances is always the first step.

Portfolio Management

We can help make sure all of your accounts are in sync with one another and handle the ongoing monitoring and adjustment required.

Retirement Income Planning

We believe an enjoyable and lasting retirement depends on having a stable retirement income.

Legacy Planning

Whether you want to leave assets to heirs, a charity, or want to develop a succession plan for your business, we can help.

Tax Strategies for Retirement

We can’t make your tax bill go away, but we can take a look and see if strategies to reduce taxes might apply to your financial and retirement situation.

Social Security Maximization

Choosing when and how to draw Social Security can be a tough decision. We can help you navigate the possibilities, so you get the most from your hard-earned benefits.

Insurance

Whether it’s life insurance, long-term care insurance, or an annuity – insurance can provide resources when most needed.

Employee Benefits

If you own a business, you may already offer a 403(b) plan. If you do, you might consider adding a 457(b) for eligible employees so they can choose the best plan to suit their needs and goals.

Meet the Team


Clifford Hodson

Owner & Advisor

Kollin Pletcher

Advisor

Karen Hodson

Administrative Assistant

Meet the Team


Clifford Hodson

Owner & Advisor

[email protected]

Kollin Pletcher

Karen Hodson

Administrative Assistant

[email protected]

Resources


Sequence of Returns

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Life Insurance

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Retirement Income

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401(k) Planning

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Resources

Resources



Sequence of Returns Calculator

Use Calculator

Life Insurance Calculator

Use Calculator

Retirement Income Calculator

Use Calculator

401(k) Planning Calculator

Use Calculator

Sequence of Returns Calculator

Use Calculator

Life Insurance Calculator

Use Calculator

Retirement Income Calculator

Use Calculator

401(k) Planning Calculator

Use Calculator

10 steps

To a Successful Retirement

Fill out the form below to receive your complimentary "10 Steps to a Successful Retirement" guide!

Contact Us

10 steps

To a Successful Retirement

Fill out the form below and tap "send message" to receive your complimentary "10 Steps to a Successful Retirement" guide.

Contact Us

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Don't be a stranger!

8301 Parish Ave
McKinney, TX 75071
903.818.9432
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