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Financial Planning

We offer a wide range of solutions designed to help empower you to reach your goals.

Ready With Solutions

Common Questions Our Clients Ask

Planning for Retirement

  • How much money do I need to save?
  • Where should I save my dollars?
  • What will my income be when I get to retirement?
Answer These Questions

Planning for Life's Big Moments

  • How do I start or expand a business?
  • How do I prepare for big milestones in my children's lives?
  • Am I prepared for an economic downturn?
Answer These Questions

Protection Planning

  • What happens if my spouse passes away prematurely?
  • Are my children taken care of financially if we both pass away prematurely?
  • How do I help ensure my children are not faced with the burden of taking care of me?
Answer These Questions

Financial Planning Topics

Core Topics

  • Cash Flow Analysis
  • Net Worth Analysis
  • Proactive Systematic Savings Plan
  • Debt Reduction Planning
  • Protection Analysis

Goal Based Topics

  • Long Term Savings
  • Income Planning
  • Tax Minimization Strategies (work in coordination with your CPA)
  • Estate Planning (work in coordination with your estate planning attorney)
  • Ongoing reviews and advice

What solutions are you seeking? 

Schedule a Meeting Today

Wherever you are on your financial journey, our team is here to provide you with the guidance and support that you need. Reach out to us today to learn more about our financial services, or to see if you're a good fit for our network of financial professionals.

Bluecrest Financial:

700 N. Grant Street, Suite 120
Odessa, TX 79761

Dallas Office:

14241 Dallas Pkwy, Suite 1200
Dallas, TX 75254

Meet the Team

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.SIPC.org). 14241 Dallas Parkway, Suite 1200, Dallas, TX 75254. 972-348-6300 Bluecrest Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. CRN202804-8271024

Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.

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