Membership

Explore the various membership levels and benefits designed to help you connect, grow, and succeed in our vibrant business community.

Events

Discover our quarterly and signature events that bring local businesses and leaders together for networking, growth, and community engagement.

Programs

Our diverse programs are designed to foster leadership, advocacy, and inclusion within the McKinney business community.

Advocacy

Stay engaged with our advocacy efforts focused on government and legislative issues that impact local businesses.

Advertising

Increase your visibility and grow your business.

TEXAN WEALTH MANAGEMENT

TEXAN WEALTH MANAGEMENT

Categories

Finance, Banking, & Insurance

About

We offer individuals and businesses the tools and strategies to pursue financial independence and increased confidence, allowing them to focus on what matters most to them. Our Certified Financial Planner (CFP®) professional designs plans that integrate tax and estate coordination, providing an all-in-one approach to securing your wealth and legacy.

Video Media

Additional Info

CERTIFIED FINANCIAL PLANNER®, CRPC®

Driving Directions : Located in Adriatica Village (Virginia Pkwy & S. Stonebridge Dr.)

Business Hours : Mon to Fri 8:30am to 5:00pm

Images

Contacts

Primary
Sarah Marshall
CERTIFIED FINANCIAL PLANNER®, CRPC®

Powered By GrowthZone