We have over 40 years of experience helping families FOCUS on what is truly important!


2591 Dallas Parkway #300,
Frisco, TX 75034

Office Hours

Mon – Sat : 8:00AM – 5:00PM
Closed Sundays




Take advantage of the opportunity to make a lasting difference in your community, across the country, or around the world, while receiving substantial tax benefits. Charitable gifts take a variety of forms. There are outright gifts of assets such as real estate or securities.  Other types of charitable gifts provide income streams to the Donor during lifetime with the remainder in the Trust passing to Charity (Charitable Remainder Trust); or income streams to the Charity for a period of time with the remainder in the Trust returning to the Donor or their Heirs (Charitable Lead Trust).

Donor Advised Fund

Charitable Remainder Trust (CRT)

Charitable Lead Trust