Home

Simple, Holistic, Unbiased Approach to Financial Planning

“If only I had more time!” is a statement that many of us have heard or repeated during some point in our lives. When it comes to investment planning, retirement planning, estate planning or education planning, having more time can make all the difference. As a CERTIFIED FINANCIAL PLANNER™ my job is to help you establish a time frame to pursue your financial goals and objectives. Having a financial plan may help you feel more in control of what you are working to achieve.

“You may delay, but time will not”-Benjamin Franklin. If you are contemplating retirement, planning for a child’s college education, exploring ways to protect your family’s financial future from a death or disability, or wanting to start saving now for future goals, I encourage you to call today (214) 679-4789 or follow the Contact Us link. Scheduling an appointment is easy. Make a decision to take ownership of your time and financial future today.

Individual Planning

We all have goals. However, the path that we take to achieve those goals varies for a multitude of reasons. I develop financial plans that are specific to your short- and long-term goals. Having a plan should not be complicated or intimidating. It should be an evolving process that adjusts to the cycles of your life. We can get started today to create a plan unique to you.

Retirement Planning

“How much income do I need in retirement? Will my money last as long as I live?” Creating a retirement income strategy is an essential part of the retirement planning process. Whether you are planning to retire or in retirement, it is always a good idea to review your retirement income strategy. Get start today to create a retirement income plan that fits your retirement needs.

Meet Our Team

Felicia Erwin-Sanders is an experienced CERTIFIED FINANCIAL PLANNER™. She has been helping people pursue their financial goals and working with individuals to work toward an independent retirement.