You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.Read more
Advice in Common Language
Straightforward Fees
You Deserve To Understand What’s Happening With Your Money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Aptus Wealth Planning, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
What are you going to do with my money?
First, we’ll get to know you and what you value most. We’re going to figure out your goals and the outcomes you’d like to achieve. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to achieve those outcomes. After we determine your Family Index Number, we’ll allocate your money to our various investment strategies designed to help you pursue those goals.
Can you handle the complexity of my situation?
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While we’ve helped thousands of families navigate complex financial needs, each family gets a personalized allocation strategy to help guide them through life’s major decisions.
How can you make my life easier?
As your trusted advisor, we’re focused on adding convenience and simplicity to your life. We will make sure you’re educated on your investments and how we manage your money – providing as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Aptus Wealth Planning we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Portfolio Management
We will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook and management philosophy. Learn More
Risk Management
While it is impossible to anticipate all the bumps in the road of your life, our Team has the resources to address any challenges that may come along. Learn more
Tax Planning
While understanding sound tax strategies as a part of your overall wealth management, the practice of working with your CPA in conjunction with our team of advisors is often overlooked. Learn more
Wealth Planning
We will give independent advice and recommendations based upon your defined needs, risk tolerances, and goals. Learn More
Estate Planning
Properly planned estate management allows you to manage your financial activities during your lifetime as well as after your death. Learn more
Personalized Wealth Management
The Armstrong Purselley Wealth Management Group Mission:
We strive to build a roadmap to retirement which goes beyond financial planning in order to connect wealth to purpose in the lives and stories of our clients.
We are a wealth management firm based in the Dallas/Fort Worth Metroplex specializing in wealth management for those who are retired or will soon be retiring. Our team provides the highest level of service for our local and national clients in financial planning and investment management.
Contact us today and let Armstrong Purselley help you on your True Wealth journey.
Investment Management
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Partners
Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Our Locations
Headquartered in Bedford, Texas, Armstrong Purselley has office locations and advisors across Texas. Contact us today to speak with a wealth advisor or financial professional nearest you.
Connect with an Advisor
Please provide your name and email and we will have an advisor contact you.
Insights
Armstrong Purselley’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Blog
Under the Influence – You CAN teach an ...By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor I am living proof that an old dog can be taught new tricks. I know some will say 47 years old is not really old, and I would agree. However, I learned to do two activities that I definitely should have learned in my youth.
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Video
Roth Planning Opportunities in 2020Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account. In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big on taxes down the road by investing in a conversion now. The CARES Act, the SECURE Act and the Tax Cuts and Jobs Act are all affecting this part of retirement finances, and the benefits they offer won’t last forever. Click Here to Watch the...read the full article
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Market Commentary
Market Commentary: Coronavirus Takes Toll on Retail, ...The global economy continues to slow rapidly, based on key data released last week. In the U.S., retail sales dropped 16.4% from March to April. Individuals cut back on purchases due to risks from the coronavirus, lockdowns, and declining income from job losses. The drop increases to 21.6% when compared to one year ago. Industrial production showed similar weakness, falling 13.7%.
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Monthly Newsletter
How to Use a 529 Plan to Help 2020 ...Warmer weather comes with a few traditions: well-kept lawns, baseball stadium lights, open windows. And every year in May and June you’ll see the balloons on stop signs and borrowed folding tables in the open garage, proud parents snapping pictures. The graduation party is a universal rite of passage.
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News
3 Roth Conversion Traps To Avoid After The ...Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
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Infographic
10 Tax Planning Tips Your CPA Might Have ...There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic
Read MoreWeekly Market Commentary
- Market Commentary: Only Half of U.S. Population is Classified as Employed
The U.S. jobs report confirmed what was already known: millions of Americans are losing their jobs. The monthly payrolls report estimated a decline of 20.5 million jobs last month. The unemployment rate rose to 14.7%, which is estimated to be the highest since the Great Depression. A broad measure of employment estimates 51.3% of Americans have a job.Read more
