CEO / President
Staci understands True Wealth means being able to share your life with your loved ones. She offers Integrity and Respect and approaches each individual clients’ needs form a compassionate, honest and Godly perspective.
For the past 16 years Staci has worked in Longview, TX assisting pre-retirees and retirees meet future retirement challenges by helping them establish an understanding of their personal goals and desires while “putting the pieces together” for their own unique plan.
She specializes in Social Security planning, Texas Teacher’s Retirement planning, Pensions, 401(k), 403(b) options and strategies. Staci is an expert at developing plans to last a lifetime while offering low/no risk planning tools. She offers strategies to bridge the “income gap” which helps her clients reach their desired retirement goals while maintaining an equal standard of living.
Phone: (903) 759-3335
Fax: (903) 759-3337
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