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Comprehensive Financial Planning

For Individuals & Families

Helping You Stay on Track to Accomplish Your Goals

In serving individuals and families, we strive to find opportunities within your wealth picture and align every aspect of your finances with your family’s goals. Whether you’re facing a life transition or you’re simply looking to enhance your investment strategy, we can help.


Our Services


Investment Management Dallas-Fort Worth, TX 9M Investments

Investment Management

Starting with your risk tolerance and a timeline of your goals, 9M Investments will manage your investments according to your personal investment policy statement. We’ll work with you to manage your investments and see that they remain in line with your goals.

Retirement Planning Dallas-Fort Worth, TX 9M Investments

Retirement Planning

Selecting and utilizing the optimal retirement savings vehicles is key to a successful retirement. 9M Investments will help manage the investments consistent with your risk level and return objective towards a lifetime of assets and income.


College Planning Dallas-Fort Worth, TX 9M Investments

College Planning

College costs are rising every year, and there are significant cost differences between public and private schools. 9M Investments will help you come up with a detailed plan to support your kids or grandkids in their higher education pursuits.

Goal Setting Dallas-Fort Worth, TX 9M Investments

Goal Setting

Whether you need to pay down debt or have other specific goals in mind, 9M Investments will help you make decisions relating to business buyouts, legacies, vacations and other financial goals. A central part of this is addressing spending habits and creating a goal-oriented strategy.


Insurance Planning Dallas-Fort Worth, TX 9M Investments

Insurance Planning

Insurance is the cornerstone of any robust financial plan. 9M Investments offers life, disability and long-term care insurance analysis to safeguard your loved ones.

Estate & Tax Planning Dallas-Fort Worth, TX 9M Investments

Estate & Tax Planning

Building and protecting your estate requires in-depth planning. From income taxes to capital gains taxes, the tax code is full of taxes that can "draw down" to distribution. 9M Investments will work to make your plan as efficient as the current law allows.


Developing a Comprehensive Financial Plan To Support Your Evolving Life

We see your finances as a tool to live your life with ease, joy and preparedness. Our objective is to help you define the goals you have for you and your family—and work closely with you over the years to help you reach them.

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