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About Us

The BIG PICTURE group was established with a clear mission in mind: to create highly customized financial plans that are tailored to your unique circumstances and engineered to help you live for today, plan for the future, and attain your most valued dreams.

Based in Richardson, Texas, we proudly serve clients throughout the Dallas-Fort Worth area and across the continental United States. Since our inception in 2000, over 95% of our business has come from referrals. We attribute this to our unrelenting focus on taking care of our clients’ BIG PICTURE, just as we do our own. We care deeply about our clients and are driven to promote and protect their financial success.

The way we see it, sound financial planning should inspire true clarity and confidence in your life. That’s why we provide a holistic overview of your financial situation. Through our interactive approach to planning and communication, you will not only see where you currently stand, but you’ll always know where you’re going and how to help accomplish your objectives. 

Our Advantage

As a highlight of our BIG PICTURE approach, we maintain strategic alliances with experts across multiple specialties and disciplines. Serving as your financial advocate, we can conveniently coordinate with members of your existing financial team, or should you have the need, we can provide a personal introduction to our network of experts. We do not accept or provide payment for referrals.

To ensure your strategies work seamlessly, we frequently have face-to-face joint meetings with your Tax Advisor or CPA, Estate Planning Attorney, or Banker to ensure your BIG PICTURE remains in focus.

Remember: if you don’t have a plan, you’re part of someone else’s.

Know where you stand, and see the BIG PICTURE.

Our Mission

We create highly customized financial plans based on your unique circumstances, so that you can live for today, plan for the future, and attain your dreams.

Disclaimer: Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.