Financial planning is a process of dealing with the questions concerning the making, investing, protection, and distribution of assets.  For more specific advice on your particular financial planning needs please contact us directly.

Some of the most common questions and concerns are as follows:

§         How can I manage my paycheck better as I am tired of living on the edge?

§         How can I get out of debt so I can start planning for retirement?

§         How can I transfer assets to my family and minimize future taxes?

§         How can I manage my inheritance in the most effective manner?

§         How can I be sure my family is going to make it financially if I die prematurely?

§         How can I get a better return on my assets and still keep them safe?

§         How can a family trust benefit my family?

§         Would re-capitalizing my corporation help in my estate planning?

§         How can I slash my income taxes legally?

§         How can I raise enough capital to get my product to market?

§         What is a highly profitable business that has minimal capital investment?

§         How can an aggressive retiree get involved in something profitable?

§         How can I get out of my dead-end job and make some really good money?

§         How can I get help on  whether I should make a substantial purchase at this time for my business or family?

§         How can I help my kids get their own home if they are cash poor?

Questions to ask your potential planner:

§         Years of Experience?

§         Professional Certifications?

§         Who are some of your clients?

§         How are you compensated? Fees? Commissions?

Available Educational Workshop Topics:

Financial Fitness From A-Z

§         HOW to become totally debt free and still eat regularly!!

§         HOW to gain control of personal finances.

§         HOW to put an end to "paycheck-to-paycheck" living.

§         HOW to increase disposal income by 10-20% without moonlighting

§         HOW to pay off all debt including cars,credit cards and a home mortgage in 1/3 the time

§         HOW to establish a workable household budget

§         HOW to kill the seven killers of financial failure

§         HOW to "Kiss Your Landlord Goodbye"

§         HOW retirement planning can keep you from moving in with your son-in-law

§         HOW to convert a 30 year mortgage to a 20 year by using a bi-weekly payment schedule and save tons of money!

§         HOW to be insured without getting a night job to pay for it

§         HOW to zero out your income tax and stay out out of jail doing it

§         HOW small regular savings will make your friends think you won the lottery

§         HOW to buy a home with no money for closing costs or down payment?

Workshop Leader:

C. William Biggs, a Certified Financial Planner (CFP),  Certified Insurance Counselor (CIC), Chartered Life Underwriter (CLU), Certified Senior Advisor (CSA) has taught courses and workshops on financial planning at Brookhaven, Eastfield, El Centro, Mountain View and North Like college in Dallas, Irving, and Mesquite.. He has also done workshops for the Richardson Education Association, the City of Mesquite, Preston Hollow Presbyterian Church, Ohio Rubber Company, Denton State School, Moore Business Forms, The Denton Independent School District, the City of Denton, American Airlines, and many civic and church groups.