Best Financial Consulting Courses Dallas Near Me

4worldlovers: Managing your personal finances can, at times, seem to be an overwhelming process. And why shouldn’t it be? You've spent years accumulating assets based on your skills and experience in your area of expertise, which probably was not in the field of personal money management. At Heritage Financial Planning, we understand that you are not an expert in finance.

With decades of experience, the team at Heritage Financial Planning has expertise working with clients from all backgrounds including executives, government leaders, physicians, attorneys, trust beneficiaries, entrepreneurs and those that go to work every day in their career of choice.

Competence begins with extensive knowledge. Our financial advisors have completed rigorous coursework in all aspects of financial planning and have successfully achieved some of the most respected and difficult professional designations in the industry.

4worldlovers: From your employees to your stockholders to your children, you work incredibly hard creating better futures for others. Often, the first thing sacrificed is your own.


At Cadent Capital, we offer a comprehensive, team-based approach to managing wealth that allows you to remain confident in your long-term plan. Our recommendations are thoughtful and concise, and we always respect your most valuable asset – your time.


While our client base is diverse, we have developed comprehensive depth and expertise in serving as the “Financial Steward” of four groups of professionals. Over the past 30 years, our team has helped many people like you. And, this base of experience is valuable as we work to meet the challenges of helping build your wealth and enhance your financial independence.


You are breathing rarefied air, yet it is hard to find time to take a breath. From international assignments to stock options to vacation homes, a comprehensive wealth-creation strategy is complicated. We understand the unique challenges of your incredible success, and we will be at your side from your next promotion through retirement.


You are 110% committed to a vision. Risk tolerance has a different meaning as everything in your life is invested into building your company. We understand the financial roller-coaster that is often a part of being an entrepreneur, and we can provide invaluable insights as you move from managing cash-flow to a liquidation event – and beyond.

You are on Earth to help others. Heavy student debt is a starting burden for many, and the choice between working for others and hanging your own shingle is significant. We understand the importance of helping to protect your assets and transforming high levels of current income into meaningful investments that can fund a rewarding retirement.

You have started to make a name for yourself. Armed with an MBA, JD or other advanced degree, almost limitless opportunity is on the horizon. We understand, and we want to work with you to build the discipline and structure necessary to handle life’s events while steadily accumulating the wealth that adds flexibility and security to your future.

We believe the blessing of wealth provides an opportunity and a responsibility for all.

4worldlovers:
This website may contain articles or information that is a general discussion of federal tax laws and strategies that may benefit a taxpayer. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. Financial professionals do not provide tax or legal advice. Taxpayers should seek the advice of their own advisors regarding any tax and legal issues specific to their situation.

North Star Resource Group is independently owned and operated and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with North Star Resource Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.

4worldlovers: THE FINANCIAL GUIDANCE YOU NEED. THE CLARITY AND OBJECTIVITY YOU WANT.

Paradigm will help you reduce taxes, optimize investments and achieve financial freedom.

REAL FINANCIAL PLANNING LIVES AT THE INTERSECTION OF YOUR MONEY, TIME & VALUES.

Dual-career household families in their 30's or 40's earning $250,000 or more.

Parents with school-age children preparing for the cost of higher education while simultaneously ensuring retirement is on track.

Established executives at the officer or director level position who need help navigating additional employer benefits such as stock options, deferred compensation, etc.

We might be a great fit for each other if you...

Seek a holistic life planning approach focused on time management, financial freedom, and core values.

Value your time and want to delegate the heavy "thinking" about your financial life so you can lead your ideal life.

Are financially stable and want a long-term relationship with someone who can contribute an objective perspective through each stage of life.

Wherever you are now - considering retirement savings strategies, evaluating private school for your children, purchasing a second home, saving for college, or supporting your elderly parents - we’re here to provide guidance.

Building a firm financial foundation to pursue your ideal life and achieve confidence in your future is paramount. You can trust us to care for your financial health, navigate dynamic changes in financial markets, optimize your tax strategy, and help avoid costly mistakes before they snowball.

We help you prepare for life’s challenges and address the financial implications of important decisions, such as:

“GO CONFIDENTLY IN THE DIRECTION OF YOUR DREAMS. LIVE THE LIFE YOU HAVE IMAGINED.”

Comprehensive financial planning fees start at $5,000 per annum and increase with complexity (up to $35,000). Planning fees are paid monthly or quarterly. Investment management fees are 0.75% per annum on the first $500,000 of investable assets under management and scale lower as assets under management increase. Asset management fees are paid quarterly.

We provide clarity, insight and direction around your finances to help you achieve your life goals. Our comprehensive financial planning services are delivered within the context of an ongoing collaborative client/advisor relationship. By working with your other advisors, we are proactive in optimizing your tax planning strategies.

4worldlovers: Products and services mentioned on these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG. Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.