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Learn about our team and see what makes us different. Have a look at our specialized services and see if they suit what youre looking for. Access your accounts and customized financial plan. Keep up-to-date with whats going on in the industry. We are a fee based planning firm who values transparency and trust in our practice. Our goal is to be your most trusted financial team member. 713 Main Street, Coppell, Texas 75019 United States (817) 328-6109 lhannah@tpwmg.com.

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ds●●●●@gmail.com

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Learn about our team and see what makes us different. Have a look at our specialized services and see if they suit what youre looking for. Access your accounts and customized financial plan. Keep up-to-date with whats going on in the industry. We are a fee based planning firm who values transparency and trust in our practice. Our goal is to be your most trusted financial team member. 713 Main Street, Coppell, Texas 75019 United States (817) 328-6109 lhannah@tpwmg.com.

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6 investment platforms

7 calculator library

8 finametrica quiz

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Home | Professional Wealth Management Group | tpwmg.com Reviews

https://tpwmg.com

Learn about our team and see what makes us different. Have a look at our specialized services and see if they suit what youre looking for. Access your accounts and customized financial plan. Keep up-to-date with whats going on in the industry. We are a fee based planning firm who values transparency and trust in our practice. Our goal is to be your most trusted financial team member. 713 Main Street, Coppell, Texas 75019 United States (817) 328-6109 lhannah@tpwmg.com.

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Video Library | Professional Wealth Management Group

http://www.tpwmg.com/video-library

1 min and 13 secs. Learn why its better to seek financial advice from a fiduciary. Tax and Income Planning. 3 mins and 12 secs. Learn about the importance of tax and income planning and why you should develop a financial strategy to get the most out of your golden years. Have you met our team? We have a wealth of experience in the financial services industry. 713 Main Street, Coppell, Texas 75019 United States. 817) 328-6109 dcarl@tpwmg.com.

2

Our Team | Professional Wealth Management Group

http://www.tpwmg.com/our-team

David S. Carl, CFP. As a Senior Partner at Professional Wealth Management Group, I specialize in small business and personal financial strategies and have over 15 years’ experience in the development and implementation of advanced investment and risk management plans. I place a particular emphasis on advanced investment design, sensitive to tax management and asset protection. Investment Advisor Representative of Geneos Wealth Management. General Lines Life, Accident and Health. NAIFA – Dallas. Debbie Be...

3

Philosophy | Professional Wealth Management Group

http://www.tpwmg.com/philosophy

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. Have you met our team? We have a wealth of experience in the financial services industry. 713 Main Street, Coppell, Texas 75019 United States. 817) 328-6109 dcarl@tpwmg.com. Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA.

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Investment Platforms | Professional Wealth Management Group

http://www.tpwmg.com/investment-platforms

Loring Ward - http:/ www.loringward.com/. American Funds - https:/ www.americanfunds.com. Morningstar - http:/ www.morningstar.com/. AssetMark - http:/ www.assetmark.com/. Pinnacle - http:/ pinnacleifs.com/. John Hancock - https:/ www.ps.jhancock.com. Mass Mutual - http:/ retirement.massmutual.com/rscorp/. Ascensus - https:/ www.ascensus.com/. Nova - http:/ nova401k.com/client-loginadvisor-login/. Have you met our team? We have a wealth of experience in the financial services industry.

5

Our Process | Professional Wealth Management Group

http://www.tpwmg.com/our-process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is our goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family. This goal-based financial security planning approach is designed to help you:. Shortest distance between two points. During the ...

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Home | Professional Wealth Management Group

Learn about our team and see what makes us different. Have a look at our specialized services and see if they suit what youre looking for. Access your accounts and customized financial plan. Keep up-to-date with whats going on in the industry. We are a fee based planning firm who values transparency and trust in our practice. Our goal is to be your most trusted financial team member. 713 Main Street, Coppell, Texas 75019 United States (817) 328-6109 lhannah@tpwmg.com.

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