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  2. About
  3. Our Philosophy

Our Philosophy

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Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.

As a firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.

 

About

  • Our Philosophy
  • Our Process
  • Our Team

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: (254) 968-1020
Fax: (254) 968-1030

Email: spencer.sligh@lpl.com

1529 W Lingleville Rd Ste A, Stephenville, Texas 76401

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Securities offered through LPL Financial, Member FINRA/SIPC.

Investment advice offered through McLemore Group, a DBA of Advisor Resource Council, a registered investment advisor.  McLemore Group and Advisor Resource Council are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CO, IA, MS, NV, OH, OK, SC, TX, VA, WI

 

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