WE DON'T PREDICT, WE PREPARE

“If you don’t know where you are going, you’ll end up someplace else.”

— Yogi Berra —

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CONFIDENCE FOR YOUR PATH FORWARD


We believe preparing for your goals is exciting and gives you confidence you are making the right decisions and putting the right solutions in place to achieve them. As life happens and things change, preparation is a constant activity, so you have to adjust your strategies from time to time.

Whether your financial goal might be college funding, retirement or estate planning, learning what possible solutions are available and choosing the ones which are most adequate to your situation and goals, timeframe and risk tolerance, gives you confidence in the strategy.

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OUR APPROACH


At Beyond Frontiers Wealth Strategies LLC, first we listen very carefully to your goals and take time to understand your current situation. Although there are hundreds of strategies and thousands of combinations, only a few might be relevant for where you are in your journey. We then put together and explain in detail potential solutions for your appreciation. Then we take action, implement the agreed solutions and follow up, monitor them and adjust as necessary.

OUR LOCATION


2600 Network Blvd, Suite 130
Frisco, TX 75034