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#  9M Investments

 Independent Financial Advisor in Grapevine, Texas

## Sitemaps

- [XML Sitemap](https://9minvestmentsllc.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [A Better Way to Create Retirement Income](https://9minvestmentsllc.com/a-better-way-to-create-retirement-income/) - Most retirement income plans assume withdrawals must come from selling investments. That assumption turns market volatility into a lifestyle risk. An income-first approach reframes retirement planning by separating cash flow from market timing—reducing stress, improving confidence, and changing how retirees experience RMDs and downturns. Most retirement plans rely on selling investments for retirement income. Learn how an income-first approach reduces forced selling, RMD stress, and market anxiety.
- [TAXES, TAXES, and more TAXES](https://9minvestmentsllc.com/tax-reform-impact/) - Analyze the tax reform impact on the economy. Explore how shifting tax codes affect corporate behavior, national deficits, and your investments.
- [How We Built Portfolio Income in Volatile Markets](https://9minvestmentsllc.com/income-bucket-update-april-2026/) - A breakdown of how portfolio income is generated across private real estate, private credit, ETFs, and structured strategies during volatile markets. How portfolio income is built in volatile markets using private real estate, private credit, ETFs, and structured income strategies.
- [Portfolio Risk: 3 Mistakes Investors Make](https://9minvestmentsllc.com/portfolio-risk-mistakes/) - #post_excerptLearn the 3 mistakes that quietly increase portfolio risk—and how better decisions can improve long-term results.
- [The One Big Beautiful Bill Act: What the New Tax Law Means for Your Financial Plan](https://9minvestmentsllc.com/one-big-beautiful-bill-act/) - The One Big Beautiful Bill Act (OBBBA) brings massive tax changes. Learn how new rates, deductions, and exemptions affect your financial planning.
- [How Portfolio Income Was Built in March](https://9minvestmentsllc.com/income-bucket-update-march-2026/) - March’s update breaks down how diversified income sources—including private real estate, private credit, ETFs, and structured notes—worked together to generate portfolio income. March’s Income Bucket update shows how private real estate, private credit, ETFs, and structured notes worked together to generate portfolio income.
- [How We Built Portfolio Income in February](https://9minvestmentsllc.com/income-bucket-update-february-2026/) - February continued the strong start to the year for the Income Bucket strategy. This update breaks down how private real estate, private credit, ETFs, and structured notes worked together to build diversified portfolio income. February’s Income Bucket update explains how private real estate, private credit, ETFs, and structured notes worked together to build portfolio income.
- [How Portfolio Income Started the Year](https://9minvestmentsllc.com/income-bucket-update-january-2026/) - A monthly update showing how portfolio income was generated in January across private real estate, private credit, ETFs, and structured income notes.
- [Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth For Decades to Come](https://9minvestmentsllc.com/generational-wealth-planning-a-guide-to-growing-and-protecting-your-wealth-for-decades-to-come/) - It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to leave behind a legacy and help their future generations to be better off. But there's a common saying regarding generational wealth - "Shirtsleeves to shirtsleeves
- [Real Estate Investing and Affordable Housing](https://9minvestmentsllc.com/real-estate-investing-and-affordable-housing/) - [et_pb_section admin_label=”section”] [et_pb_row admin_label=”row”] [et_pb_column type=”4_4″][et_pb_text admin_label=”Text”] I have been including real estate in my investment portfolios for a considerable time, mainly because of the significant demographic shift in the nation’s population. While the millennial generation has faced criticism for their approach to life, they are now establishing independent households and creating numerous investment opportunities
- [The Hidden Cost of Poor Tax Planning](https://9minvestmentsllc.com/the-hidden-cost-of-poor-tax-planning/) - Tax planning isn’t something that happens once a year when you file your return. Real tax planning happens year-round through modeling, projections, and proactive analysis. Here’s how we use Roth conversion modeling and tax return review tools to make smarter tax decisions. Proactive tax planning strategies using Roth conversion analysis and tax return modeling. Learn how year-round tax planning improves long-term outcomes.
- [A Monthly Look at Steady Portfolio Income](https://9minvestmentsllc.com/income-bucket-update-november-2025/) - A monthly overview of how a diversified portfolio generates steady income. This update explains where income comes from and how different strategies work together to support long-term planning. A clear monthly guide to how your portfolio generates steady income using private real estate, private credit, ETFs, and structured income notes.
- [A Clear Look at Portfolio Income for December](https://9minvestmentsllc.com/income-bucket-update-december-2025/) - A monthly snapshot of how the portfolio generated steady income, including contributions from real estate, credit, ETFs, and structured income notes. A monthly snapshot of portfolio income, showing how private real estate, private credit, ETFs, and structured notes drove December’s results.
- [Why Market Forecasts Fail — What Actually Matters](https://9minvestmentsllc.com/why-market-forecasts-fail-what-actually-matters/) - Market forecasts dominate headlines every January, but they rarely determine long-term success. The most effective plans aren’t built on predictions — they’re built to work when predictions fall short. Market forecasts dominate headlines every January, but market forecasts often fail investors. Here’s what actually matters when building a long-term financial plan.
- [Private Performance in July: See Stable Income and Growth](https://9minvestmentsllc.com/private-performance-in-july/) - Review private performance in July. See how credit, real estate, and equity delivered steady income and growth despite public market volatility.
- [Trusted Private Market Strategy: Unlocking Stable Income and Growth](https://9minvestmentsllc.com/private-market/) - Review the August private market performance. Learn how private credit, real estate, and equity delivered growth and steady income amidst volatility.
- [How To Measure Investment Risk: It Isn’t One-Size-Fits-All](https://9minvestmentsllc.com/how-to-measure-investment-risk/) - Learn how to measure investment risk accurately and align it with your personal risk tolerance for better portfolio decisions with 9M Investments!
- [Protecting Wealth and Well-Being: Planning for Cognitive Decline](https://9minvestmentsllc.com/protecting-wealth-and-well-being-planning-for-cognitive-decline/) - Aging is an inevitable part of life, and with it comes the possibility of cognitive decline. While it’s not an easy topic to discuss, families who plan ahead can prevent unnecessary stress, financial mismanagement, and emotional turmoil. Whether you’re looking out for aging parents, a spouse, or even yourself, having a plan in place ensures
- [Finding the Income Sweet Spot: Navigating the Medicare Premium Puzzle](https://9minvestmentsllc.com/finding-the-income-sweet-spot-navigating-the-medicare-premium-puzzle/) - The concept of the "income sweet spot" in retirement planning is crucial for optimizing financial health, especially as it relates to managing healthcare costs. This sweet spot essentially refers to the amount of retirement income one can have before triggering higher Medicare Part B and Part D premiums due to the Income-Related Monthly Adjustment Amount
- [Navigating Tax-Smart Giving in 2024: A Guide for Philanthropic Conversations](https://9minvestmentsllc.com/navigating-tax-smart-giving-in-2024-a-guide-for-philanthropic-conversations/) - As we tread into the tax season, reflecting on the past year's fiscal strategies becomes a priority for many. Specifically, the realm of charitable giving, coupled with astute tax planning, offers a fertile ground for reducing tax liabilities while supporting worthy causes. This blog post aims to navigate the philanthropic landscape of 2024, highlighting tax-efficient
- [March 2025 Private Performance](https://9minvestmentsllc.com/march-2025-private-performance/) - As we closed out the first quarter of 2025, public markets continued to show their familiar pattern of volatility, with swings driven by mixed economic data, shifting Fed expectations, and ongoing global tensions. Amidst that backdrop, private investments once again delivered the kind of stability and income-focused returns that have made them an increasingly valuable
- [April 2025 Private Performance](https://9minvestmentsllc.com/april-2025-private-performance/) - April reminded us yet again why private investments continue to serve as the ballast of long-term portfolios. While public markets were roiled by tariff announcements and conflicting Fed commentary, private investment strategies largely held steady. Performance across real estate, credit, and equity remained consistent — with lower volatility and meaningful income — offering investors the
- [Private Investments Update: May 2025 Performance](https://9minvestmentsllc.com/may-2025-private-performance/) - Review the May 2025 Private Performance update. See how private equity, credit, and real estate delivered returns and low volatility in a market.
- [June 2025 Private Investments: Strong Yields, Low Volatility, Real Progress](https://9minvestmentsllc.com/june-2025-private-investments/) - Review the June 2025 Private Investments update. See how private credit, real estate, and equity delivered growth and steady income amidst volatility.
- [Yield and Stability in Private Investments](https://9minvestmentsllc.com/sept-2025-pp/) - Public markets in September were marked by choppiness — interest rate anxiety, weak consumer sentiment, and renewed recession chatter pulled headlines in every direction. But in the private markets? A different story. Private credit held steady. Real estate kept delivering income. And private equity showed strength where public equities stumbled. With Q4 now underway, private
- [Maximizing Tax Planning Strategies: Taxes, Taxes, and More Taxes (Part Deux)](https://9minvestmentsllc.com/tax-planning-strategies/) - Discover effective tax planning strategies following the Tax Cuts & Jobs Act with 9M Investments. Learn how tax shifts affect your long-term wealth.
- [What Are My Retirement Plan Design Options? Part 5: Cross-Tested Plans](https://9minvestmentsllc.com/what-are-my-retirement-plan-design-options-part-5-cross-tested-plans/) - In part 5 of our series, we’re covering cross-tested plans. We've covered profit sharing plans, 401(k) plans, safe harbor plans, and last week, social security integration plans. Cross-tested plans offer the most targeted approach to employer contributions. Cross-tested plans may enable some companies to direct a greater portion of contributions to highly compensated employees. Whether
- [What Are My Retirement Plan Design Options? Part 2: 401(k)](https://9minvestmentsllc.com/what-are-my-retirement-plan-design-options-part-2-401k/) - [et_pb_section admin_label=”section”] [et_pb_row admin_label=”row”] [et_pb_column type=”4_4″][et_pb_text admin_label=”Text”]As a business owner, there are few tax advantages greater than a good retirement plan. What makes a retirement plan good or bad? In short, Plan Design. If your plan design doesn’t match your companies needs, it will always feel like meh! In our first post in the series, we
- [What Are My Retirement Plan Design Options? Part One: Profit Sharing](https://9minvestmentsllc.com/what-are-my-retirement-plan-design-options-part-one-profit-sharing/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text admin_label=”Text” _builder_version=”4.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]Whether you already have a retirement plan or you are thinking of adding one to your business, knowing your plan design options will make sure you’re maximizing every
- [Property Tax Protest: Tips for Lowering Your Homeownership Expenses](https://9minvestmentsllc.com/property-tax-protest-tips-for-lowering-your-homeownership-expenses/) - Property taxes are one of the most significant expenses for homeowners, and the issue of fee creep is prevalent in this area. Rising home values and changes in local property tax rates can result in substantial increases in property tax bills. Here are some tips on how to manage and reduce your property tax bill.
- [Is 50/30/20 The New 60/40?](https://9minvestmentsllc.com/is-50-30-20-the-new-60-40/) - The 60/40 portfolio has been a stalwart for a generation. But as equity markets have moved into bearish territory to start 2022, bonds have also suffered unexpected losses. The bonds are supposed to the ballast to the equities in your portfolio, especially in volatile times. That has not happened this time. Bonds already had challenges
- [401(k) Plan Sponsors: The Importance of Benchmarking Your Plan](https://9minvestmentsllc.com/401k-plan-sponsors-the-importance-of-benchmarking-your-plan/) - As an employer, offering a 401(k) to your employees is a great way to retain a motivated workforce while attracting new talent. But, like most retirement vehicles, there are some legal points to keep in mind. First, by offering a 401(k) to your employees, you are now considered a plan sponsor. Second, as a sponsor,
- [What Are My Retirement Plan Design Options? Part 3: Safe Harbor Plans](https://9minvestmentsllc.com/what-are-my-retirement-plan-design-options-part-3-safe-harbor-plans/) - So far we have discussed profit sharing plans and 401(k) plans. We learned that profit sharing plans are the backbone of all defined contribution plans. We also found out that 401(k)s can give business owners even more flexibility with employer contributions. But what's the most popular plan design option? It's the Safe Harbor 401(k). We'll
- [Riding Out the Storm: Lessons from Amazon's Stock Volatility](https://9minvestmentsllc.com/riding-out-the-storm-lessons-from-amazons-stock-volatility/) - This recent spat of of volatility has put a lot of people on their heels. But if you've ever wondered what true stock market volatility looks like, take a closer look at Amazon. Since 1999, this iconic tech giant has experienced no fewer than six major declines1, each wiping out at least 50% of shareholder
- [SECURE Act Final Regulations: What They Mean for IRA Beneficiaries](https://9minvestmentsllc.com/secure-act-final-regulations-what-they-mean-for-ira-beneficiaries/) - When the SECURE Act was passed in 2019, it reshaped retirement planning—particularly for inherited IRAs. Then, in 2022, the IRS issued proposed regulations that further complicated interpretations of the law. Now, with the July 2024 Final Regulations, we have clarity—but also new challenges. For investors using trusts as IRA beneficiaries, these new rules significantly impact
- [Optimal Tax Strategies for Capital Gains: Navigating 1031 Exchanges, DSTs, and Opportunity Zones](https://9minvestmentsllc.com/optimal-tax-strategies-for-capital-gains-navigating-1031-exchanges-dsts-and-opportunity-zones/) - In the realm of selling business assets or real estate, capital gains tax strategies play a pivotal role in maximizing financial outcomes. The tax levied on the profit from these sales can significantly impact your investment's profitability. However, leveraging strategies like 1031 exchanges, Delaware Statutory Trusts (DSTs), and investments in Opportunity Zones can offer substantial
- [Investment Case Study: Protection and Upside](https://9minvestmentsllc.com/investment-case-study-protection-and-upside/) - Please visit our YouTube page to follow our channel with videos about the markets, investments, and financial planning. Get your FREE retirement assessment. Free Assessment This content is developed from sources believed to be providing accurate information. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or
- [What Are My Retirement Plan Design Options? Part 4: Social Security Integration](https://9minvestmentsllc.com/what-are-my-retirement-plan-design-options-part-4-social-security-integration/) - We've covered a lot of information on the different retirement plan options available to business owners. We have discussed profit sharing plans, 401(k) plans, and safe harbor plans. Today we will talk about Social Security Integration. This is great option for the business owner with a workforce of mainly highly compensated employees looking to maximize
- [If You're Getting a Divorce, Prepare For These 4 Financial Challenges](https://9minvestmentsllc.com/if-youre-getting-a-divorce-prepare-for-these-4-financial-challenges/) - Divorce is not only taxing emotionally and physically, but it can take a toll on both parties financially as well. You and your spouse will need to make decisions that not only affect you right now but also in the future. When it comes to the financial impact, here are some of the biggest challenges

## Pages

- [Home](https://9minvestmentsllc.com/) - Discover expert fee-only financial planning in Grapevine, TX. Build tax-smart retirement, investment & estate plans. Schedule your consultation today.
- [Investment Management](https://9minvestmentsllc.com/investment-management/) - [et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” background_image=”https://9minvestmentsllc.com/wp-content/uploads/2025/07/401k-fee-structure.png” locked=”off” global_colors_info=”{}”][et_pb_row make_equal=”on” _builder_version=”4.25.1″ _module_preset=”default” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{%22gcid-secondary-color%22:%91%22border_color_left%22%93}”][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_font_size=”30px” header_2_text_color=”#FFFFFF” header_2_font_size=”38px” header_2_line_height=”1.3em” text_orientation=”center” custom_margin=”||0px||false|false” custom_padding=”||12px||false|false” header_2_font_size_tablet=”38px” header_2_font_size_phone=”28px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}”] Investment Philosophy [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” background_enable_mask_style=”on” background_mask_style=”caret” background_mask_color=”gcid-fb06ab92-7730-4915-82c5-30e4650e4e4c” background_mask_transform=”invert” background_last_edited=”on|desktop” background_enable_mask_style_tablet=”off” locked=”off” global_colors_info=”{%22gcid-fb06ab92-7730-4915-82c5-30e4650e4e4c%22:%91%22background_mask_color%22%93}”][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.25.1″ _module_preset=”default” custom_padding=”||||false|false” animation_style=”slide” animation_direction=”left” global_colors_info=”{%22gcid-secondary-color%22:%91%22border_color_left%22%93}”][et_pb_text
- [Retirement Assessment](https://9minvestmentsllc.com/retirement-assessment/) - [et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” background_image=”https://9minvestmentsllc.com/wp-content/uploads/2025/07/retirement-assessment-image.webp” global_colors_info=”{}”][et_pb_row make_equal=”on” _builder_version=”4.25.1″ _module_preset=”default” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{%22gcid-secondary-color%22:%91%22border_color_left%22%93}”][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_font_size=”30px” header_2_text_color=”#FFFFFF” header_2_font_size=”38px” header_2_line_height=”1.3em” text_orientation=”center” custom_margin=”||0px||false|false” custom_padding=”||12px||false|false” header_2_font_size_tablet=”38px” header_2_font_size_phone=”28px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}”] Your FREE Retirement Assessment [/et_pb_text][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_font=”|300|||||||” text_text_color=”#FFFFFF” text_font_size=”24px” text_line_height=”1.3em” text_orientation=”center” custom_margin=”||12px||false|false” global_colors_info=”{}”] A 3-step process to help you evaluate our services and make an informed
- [About](https://9minvestmentsllc.com/about/) - [et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” background_image=”https://9minvestmentsllc.com/wp-content/uploads/2025/07/about-section.webp” global_colors_info=”{}”][et_pb_row make_equal=”on” _builder_version=”4.25.1″ _module_preset=”default” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{%22gcid-secondary-color%22:%91%22border_color_left%22%93}”][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_text_color=”#FFFFFF” text_orientation=”center” custom_margin=”||12px||false|false” global_colors_info=”{}”] About [/et_pb_text][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_font_size=”30px” header_2_text_color=”#FFFFFF” header_2_font_size=”38px” header_2_line_height=”1.3em” text_orientation=”center” custom_margin=”||0px||false|false” custom_padding=”||12px||false|false” header_2_font_size_tablet=”38px” header_2_font_size_phone=”28px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}”] Meet Your Financial Planner [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.5″ _module_preset=”default” background_color=”gcid-319f64d2-4cc6-4b14-8914-0663d22c2c8c” global_colors_info=”{%22gcid-319f64d2-4cc6-4b14-8914-0663d22c2c8c%22:%91%22background_color%22%93}”][et_pb_row _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_code _builder_version=”4.27.5″ _module_preset=”default”
- [Financial Planning Services](https://9minvestmentsllc.com/financial-planning/services/) - [et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” background_image=”https://9minvestmentsllc.com/wp-content/uploads/2025/07/Comprehensive-Financial-Planning.webp” global_colors_info=”{}”][et_pb_row make_equal=”on” _builder_version=”4.25.1″ _module_preset=”default” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{%22gcid-secondary-color%22:%91%22border_color_left%22%93}”][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_text_color=”#FFFFFF” text_orientation=”center” custom_margin=”||12px||false|false” global_colors_info=”{}”] For Individuals & Families [/et_pb_text][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_font_size=”30px” header_2_text_color=”#FFFFFF” header_2_font_size=”38px” header_2_line_height=”1.3em” text_orientation=”center” custom_margin=”||0px||false|false” custom_padding=”||12px||false|false” header_2_font_size_tablet=”38px” header_2_font_size_phone=”28px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}”] Comprehensive Financial Planning [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ _builder_version=”4.25.1″ _module_preset=”default” custom_margin=”||48px||false|false” border_width_bottom=”1px” border_color_bottom=”gcid-319f64d2-4cc6-4b14-8914-0663d22c2c8c”
- [Blog](https://9minvestmentsllc.com/blog/) - [et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” custom_padding=”||0px||false|false” global_colors_info=”{}”][et_pb_row make_equal=”on” _builder_version=”4.25.1″ _module_preset=”default” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{%22gcid-secondary-color%22:%91%22border_color_left%22%93}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” text_font=”|600|||||||” text_text_color=”gcid-heading-color” text_orientation=”center” custom_margin=”||12px||false|false” global_colors_info=”{%22gcid-heading-color%22:%91%22text_text_color%22%93}”] THE LATEST FROM THE [/et_pb_text][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_font_size=”30px” header_2_text_color=”gcid-body-color” header_2_font_size=”38px” header_2_line_height=”1.3em” text_orientation=”center” custom_margin=”||0px||false|false” custom_padding=”||12px||false|false” header_2_font_size_tablet=”38px” header_2_font_size_phone=”28px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{%22gcid-body-color%22:%91%22header_2_text_color%22%93}”] Keep It Simple Blog [/et_pb_text][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_font=”|300|||||||” text_orientation=”center” global_colors_info=”{}”] Sign Up to Receive the
- [Performance Hub](https://9minvestmentsllc.com/performance-hub/) - [et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” custom_padding=”||0px||false|false” locked=”off” global_colors_info=”{}”][et_pb_row make_equal=”on” _builder_version=”4.25.1″ _module_preset=”default” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{%22gcid-secondary-color%22:%91%22border_color_left%22%93}”][et_pb_text _builder_version=”4.27.5″ _module_preset=”default” text_font=”|600|||||||” text_text_color=”gcid-heading-color” text_orientation=”center” custom_margin=”||12px||false|false” global_colors_info=”{%22gcid-heading-color%22:%91%22text_text_color%22%93}”] EXPLORE [/et_pb_text][et_pb_text _builder_version=”4.27.5″ _module_preset=”default” text_font_size=”30px” header_2_text_color=”gcid-body-color” header_2_font_size=”38px” header_2_line_height=”1.3em” text_orientation=”center” custom_margin=”||0px||false|false” custom_padding=”||12px||false|false” header_2_font_size_tablet=”38px” header_2_font_size_phone=”28px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{%22gcid-body-color%22:%91%22header_2_text_color%22%93}”] Performance Hub [/et_pb_text][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_font=”|300|||||||” text_orientation=”center” global_colors_info=”{}”] Sign Up to Receive the Newsletter [/et_pb_text][et_pb_code _builder_version=”4.25.1″ _module_preset=”default”
- [Privacy Policy](https://9minvestmentsllc.com/privacy-policy/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}”] Privacy Policy 9M Investments, LLC recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place
- [FIVE STAR WEALTH MANAGER](https://9minvestmentsllc.com/about/five-star-wealth-manager/) - [et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” background_image=”https://9minvestmentsllc.com/wp-content/uploads/2025/07/blue.webp” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” title_text=”blue” sticky_enabled=”0″][et_pb_row make_equal=”on” _builder_version=”4.25.1″ _module_preset=”default” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{%22gcid-secondary-color%22:%91%22border_color_left%22%93}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_font_size=”30px” header_2_text_color=”#FFFFFF” header_2_font_size=”38px” header_2_line_height=”1.3em” text_orientation=”center” custom_margin=”||0px||false|false” custom_padding=”||12px||false|false” hover_enabled=”0″ header_2_font_size_tablet=”38px” header_2_font_size_phone=”28px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]AWARDS[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.25.1″ _module_preset=”default” theme_builder_area=”post_content” column_structure=”1_2,1_2″][et_pb_column _builder_version=”4.25.1″ _module_preset=”default” type=”1_2″ theme_builder_area=”post_content”][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_text_color=”gcid-secondary-color” header_3_font=”|600|||||||” header_3_text_color=”gcid-heading-color”
- [Trustees and Trust Beneficiaries](https://9minvestmentsllc.com/estate-planning/trustees-and-trust-beneficiaries/) - [et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”default” use_background_color_gradient=”on” background_color_gradient_direction=”138deg” background_color_gradient_stops=”#ffffff 49%|rgba(249,249,249,0.69) 89%|rgba(245, 245, 245, 0.86) 100%” background_color_gradient_overlays_image=”on” background_image=”https://9minvestmentsllc.com/wp-content/uploads/2025/08/mid-section-unrecognizable-people-formalwear-discussing-statistical-data-1.webp” background_position=”top_right” background_vertical_offset=”11%” locked=”off” global_colors_info=”{%22gcid-e6df5ab8-47b5-4540-8e4a-2dd6531e4a74%22:%91%22background_color_gradient_stops%22%93,%22gcid-8e606236-a293-4f74-a079-23e2ac4811f1%22:%91%22background_color%22%93}”][et_pb_row column_structure=”1_2,1_2″ use_custom_gutter=”on” make_equal=”on” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” text_font=”|600|||||||” text_text_color=”gcid-primary-color” header_2_text_color=”gcid-body-color” header_2_font_size=”62px” header_2_line_height=”1.3em” animation_style=”fade” animation_delay=”200ms” header_2_font_size_tablet=”38px” header_2_font_size_phone=”28px” header_2_font_size_last_edited=”on|phone” border_width_bottom=”3px” border_color_bottom=”gcid-secondary-color” locked=”off” global_colors_info=”{%22gcid-body-color%22:%91%22header_2_text_color%22%93,%22gcid-secondary-color%22:%91%22border_color_left%22,%22border_color_bottom%22%93,%22gcid-primary-color%22:%91%22text_text_color%22%93}”]Unlock Your Trust’s Potential We Maximize Your Trust with Expert Management[/et_pb_text][et_pb_text
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- [Plan Management Fee Structure](https://9minvestmentsllc.com/401k-plan-management/fee-structure/) - [et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” background_image=”https://9minvestmentsllc.com/wp-content/uploads/2025/07/401k-fee-structure.png” background_position=”top_center” background_vertical_offset=”37%” global_colors_info=”{}”][et_pb_row make_equal=”on” _builder_version=”4.25.1″ _module_preset=”default” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{%22gcid-secondary-color%22:%91%22border_color_left%22%93}”][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_text_color=”#FFFFFF” text_orientation=”center” custom_margin=”||12px||false|false” global_colors_info=”{}”] Fee Structure [/et_pb_text][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_font_size=”30px” header_2_text_color=”#FFFFFF” header_2_font_size=”38px” header_2_line_height=”1.3em” text_orientation=”center” custom_margin=”||0px||false|false” custom_padding=”||12px||false|false” header_2_font_size_tablet=”38px” header_2_font_size_phone=”28px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}”] 401(k) Plan Management [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ _builder_version=”4.25.1″ _module_preset=”default” custom_margin=”||48px||false|false” border_width_bottom=”1px” border_color_bottom=”gcid-319f64d2-4cc6-4b14-8914-0663d22c2c8c”
- [Financial Planning Fee Structure](https://9minvestmentsllc.com/financial-planning/fee-structure/) - [et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” background_image=”https://9minvestmentsllc.com/wp-content/uploads/2025/07/financial-fee-structure.png” background_position=”top_center” background_vertical_offset=”37%” global_colors_info=”{}”][et_pb_row make_equal=”on” _builder_version=”4.25.1″ _module_preset=”default” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{%22gcid-secondary-color%22:%91%22border_color_left%22%93}”][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_text_color=”#FFFFFF” text_orientation=”center” custom_margin=”||12px||false|false” global_colors_info=”{}”] Fee Structure [/et_pb_text][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_font_size=”30px” header_2_text_color=”#FFFFFF” header_2_font_size=”38px” header_2_line_height=”1.3em” text_orientation=”center” custom_margin=”||0px||false|false” custom_padding=”||12px||false|false” header_2_font_size_tablet=”38px” header_2_font_size_phone=”28px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}”] Financial Planner [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ _builder_version=”4.25.1″ _module_preset=”default” custom_margin=”||48px||false|false” border_width_bottom=”1px” border_color_bottom=”gcid-319f64d2-4cc6-4b14-8914-0663d22c2c8c” global_colors_info=”{%22gcid-319f64d2-4cc6-4b14-8914-0663d22c2c8c%22:%91%22border_color_bottom%22%93}”][et_pb_column
- [Plan Management Process](https://9minvestmentsllc.com/401k-plan-management/process/) - [et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” background_image=”https://9minvestmentsllc.com/wp-content/uploads/2025/07/401kprocess.webp” background_position=”top_center” background_vertical_offset=”22%” global_colors_info=”{}”][et_pb_row make_equal=”on” _builder_version=”4.25.1″ _module_preset=”default” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{%22gcid-secondary-color%22:%91%22border_color_left%22%93}”][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_text_color=”#FFFFFF” text_orientation=”center” custom_margin=”||12px||false|false” global_colors_info=”{}”] Process [/et_pb_text][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_font_size=”30px” header_2_text_color=”#FFFFFF” header_2_font_size=”38px” header_2_line_height=”1.3em” text_orientation=”center” custom_margin=”||0px||false|false” custom_padding=”||12px||false|false” header_2_font_size_tablet=”38px” header_2_font_size_phone=”28px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}”] 401(k) Plan Management [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ _builder_version=”4.25.1″ _module_preset=”default” custom_margin=”||48px||false|false” border_width_bottom=”1px” border_color_bottom=”gcid-319f64d2-4cc6-4b14-8914-0663d22c2c8c” global_colors_info=”{%22gcid-319f64d2-4cc6-4b14-8914-0663d22c2c8c%22:%91%22border_color_bottom%22%93}”][et_pb_column
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- [Financial Planning Process](https://9minvestmentsllc.com/financial-planning/process/) - [et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” background_image=”https://9minvestmentsllc.com/wp-content/uploads/2025/07/financial-planning-process.png” background_position=”top_center” background_vertical_offset=”22%” global_colors_info=”{}”][et_pb_row make_equal=”on” _builder_version=”4.25.1″ _module_preset=”default” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{%22gcid-secondary-color%22:%91%22border_color_left%22%93}”][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_text_color=”#FFFFFF” text_orientation=”center” custom_margin=”||12px||false|false” global_colors_info=”{}”]Process[/et_pb_text][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_font_size=”30px” header_2_text_color=”#FFFFFF” header_2_font_size=”38px” header_2_line_height=”1.3em” text_orientation=”center” custom_margin=”||0px||false|false” custom_padding=”||12px||false|false” header_2_font_size_tablet=”38px” header_2_font_size_phone=”28px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}”]Comprehensive Financial Planning[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ _builder_version=”4.25.1″ _module_preset=”default” custom_margin=”||48px||false|false” border_width_bottom=”1px” border_color_bottom=”gcid-319f64d2-4cc6-4b14-8914-0663d22c2c8c” global_colors_info=”{%22gcid-319f64d2-4cc6-4b14-8914-0663d22c2c8c%22:%91%22border_color_bottom%22%93}”][et_pb_column type=”1_3″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}”][dsm_button
- [Estate Planning](https://9minvestmentsllc.com/estate-planning/) - [et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”default” use_background_color_gradient=”on” background_color_gradient_direction=”138deg” background_color_gradient_stops=”#ffffff 49%|rgba(249,249,249,0.69) 89%|rgba(245, 245, 245, 0.86) 100%” background_color_gradient_overlays_image=”on” background_image=”https://9minvestmentsllc.com/wp-content/uploads/2025/08/cropped-colleagues-generating-business-ideas-1.webp” background_position=”top_right” background_vertical_offset=”11%” global_colors_info=”{%22gcid-e6df5ab8-47b5-4540-8e4a-2dd6531e4a74%22:%91%22background_color_gradient_stops%22%93,%22gcid-8e606236-a293-4f74-a079-23e2ac4811f1%22:%91%22background_color%22%93}”][et_pb_row column_structure=”1_2,1_2″ use_custom_gutter=”on” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” text_font=”|600|||||||” text_text_color=”gcid-primary-color” header_2_text_color=”gcid-body-color” header_2_font_size=”62px” header_2_line_height=”1.3em” animation_style=”fade” animation_delay=”200ms” header_2_font_size_tablet=”38px” header_2_font_size_phone=”28px” header_2_font_size_last_edited=”on|phone” border_width_bottom=”3px” border_color_bottom=”gcid-secondary-color” locked=”off” global_colors_info=”{%22gcid-body-color%22:%91%22header_2_text_color%22%93,%22gcid-secondary-color%22:%91%22border_color_left%22,%22border_color_bottom%22%93,%22gcid-primary-color%22:%91%22text_text_color%22%93}”] Protecting what matters most, for the people you love. Estate Planning Made
- [Client Login](https://9minvestmentsllc.com/client-login/) - [et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” background_image=”https://9minvestmentsllc.com/wp-content/uploads/2025/07/client-login-image.webp” global_colors_info=”{}”][et_pb_row make_equal=”on” _builder_version=”4.25.1″ _module_preset=”default” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{%22gcid-secondary-color%22:%91%22border_color_left%22%93}”][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_text_color=”#FFFFFF” text_orientation=”center” custom_margin=”||12px||false|false” global_colors_info=”{}”] For Current Clients [/et_pb_text][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_font_size=”30px” header_2_text_color=”#FFFFFF” header_2_font_size=”38px” header_2_line_height=”1.3em” text_orientation=”center” custom_margin=”||0px||false|false” custom_padding=”||12px||false|false” header_2_font_size_tablet=”38px” header_2_font_size_phone=”28px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}”] Client Login [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” use_background_color_gradient=”on” background_color_gradient_direction=”167deg” background_color_gradient_stops=”#ffffff 25%|rgba(249, 249, 249, 0.92) 51%|rgba(244, 244, 244, 0.85)
- [401(K) Plan Management](https://9minvestmentsllc.com/401k-plan-management/) - [et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” background_image=”https://9minvestmentsllc.com/wp-content/uploads/2025/07/401k-plan-management.webp” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row make_equal=”on” _builder_version=”4.25.1″ _module_preset=”default” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{%22gcid-secondary-color%22:%91%22border_color_left%22%93}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_text_color=”#FFFFFF” text_orientation=”center” custom_margin=”||12px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”] Tailored to Your Small Business [/et_pb_text][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_font_size=”30px” header_2_text_color=”#FFFFFF” header_2_font_size=”38px” header_2_line_height=”1.3em” text_orientation=”center” custom_margin=”||0px||false|false” custom_padding=”||12px||false|false” header_2_font_size_tablet=”38px” header_2_font_size_phone=”28px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}” theme_builder_area=”post_content”] 401(k) Plan Management [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row column_structure=”1_3,1_3,1_3″
- [Financial Planning](https://9minvestmentsllc.com/financial-planning/) - [et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” background_image=”https://9minvestmentsllc.com/wp-content/uploads/2025/07/Comprehensive-Financial-Planning.webp” global_colors_info=”{}”][et_pb_row make_equal=”on” _builder_version=”4.25.1″ _module_preset=”default” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{%22gcid-secondary-color%22:%91%22border_color_left%22%93}”][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_text_color=”#FFFFFF” text_orientation=”center” custom_margin=”||12px||false|false” global_colors_info=”{}”] For Individuals & Families [/et_pb_text][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_font_size=”30px” header_2_text_color=”#FFFFFF” header_2_font_size=”38px” header_2_line_height=”1.3em” text_orientation=”center” custom_margin=”||0px||false|false” custom_padding=”||12px||false|false” header_2_font_size_tablet=”38px” header_2_font_size_phone=”28px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}”] Comprehensive Financial Planning [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ _builder_version=”4.25.1″ _module_preset=”default” custom_margin=”||48px||false|false” border_width_bottom=”1px” border_color_bottom=”gcid-primary-color”
- [Disclaimer](https://9minvestmentsllc.com/disclaimer/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”] Disclaimer 9M Investments, LLC (referred to as “9M Investments”) is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of
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## Categories

- [Financial Planning](https://9minvestmentsllc.com/category/financial-planning/)
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## Tags

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- [Financial Planning](https://9minvestmentsllc.com/tag/financial-planning/)
- [Monthly Update](https://9minvestmentsllc.com/tag/monthly-update/)
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