OUR PROCESS

PLANNING IMPROVES OUTCOMES

“Our Five Step Process helps to provide a clear assessment of the work to be done, and our annual follow-up helps ensure our clients stay on track. Our clients’ futures are too important to settle for generic cookie cutter advice, therefore at Tubreauxs we use sophisticated planning software to produce the most accurate picture of our clients’ future financial affairs.”

 

TWLS Group | Family Estate |

1.Inquiry/Discovery

TWLS Group | Future Planning |

2.Recommendations

TWLS Group | Finanical Planning |

3.Commitment/Implementation

TWLS Group | Contact today |

4.60 Day Follow-Up

TWLS Group | Professional Advice |

5.Progress Meeting

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Address

252 N Wheeler St.
JASPER, TX, 75951

Email

gdannar@tubreauxs.com

Advisory services are offered through Tubreauxs Wealth & Legacy Solutions, LIC a Registered Investment Advisor in the Texas and Louisiana. Insurance products and services are offered through Gary Dannar and his associates doing business as Tubreauxs Wealth & Legacy Solutions (TWLS Insurance).

Estate plans provided by FamilyEstateDocs.com