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FINANCIAL PLANNERS AND TOP WEALTH MANAGERS IN DALLASBEST
20 | dmagazine.com | November 2017
VAN
ESSA
GAV
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2221 Lakeside Boulevard, Suite 1110
Richardson, Texas 75082
214.346.5880
vfaonline.com
Vogel Financial Advisors is one of the select firms to have been designated
“best” in both of D Magazine’s financial categories –Top Wealth Managers
and Best Financial Planners. These awards, along with being named a Five
Star Wealth Manager by Texas Monthly, position VFA as one of the elite
advisory firms in the area.
VFA’s independent, fee-based advice ensures decisions are driven by the
planning process–not by financial products. VFA’s philosophy is centered on
the belief that all things being equal–simplicity is preferable to complexity.
The most effective financial management comes from time-tested principles
executed well.
Clients of the firm have diverse backgrounds and needs, but with more
than a decade of experience VFA has developed some specific areas of
expertise. The firm is particularly skilled in working with widows and in
creating income streams for retirement.
Vogel Financial Advisors FINANCIAL PLANNERS AND WEALTH MANAGERS
Pictured left ro right:Laura CordellMike Busch, CFP®, CPAMelissa Brennan, CFP®
“As a Certified Financial Planner™ professional for over 25 years,
I feel honored each day to help individuals and businesses achieve
their financial goals and dreams. My firm, Gardner Wallace
Financial Solutions, focuses on comprehensive retirement planning,
strategic business owner planning and the unique financial needs of
widows and divorcées. We work closely with our clients as a team,
assessing their needs thoroughly before customizing financial plans
to meet their objectives.” — Frannie Gardner
Registered Representative of, and Securities and Investment Advisory Services offered through, Hornor, Townsend & Kent, Inc., a Registered Investment Advi-sor, Member FINRA/SIPC. Gardner Wallace Financial Solutions is independent of Hornor, Townsend & Kent, Inc. 1514452TM_Jun18
Frances Rutchik GardnerCFP®, CDFA®, CFEd®
FINANCIAL PLANNER
469.737.4109. (direct)
855.737.4722 (toll-free)
gardnerwallace.com
GARDNER WALLACEFINANCIAL SOLUTIONS
FPA; NAIFA; MDRT Top of the Table;Best Financial Planners, 2002-2016
Jaime Galvan is a partner and director of financial planning for
Spectrum Strategies, L.L.C. He has over 25 years of experience in
the financial services industry and provides comprehensive financial
planning for the firm’s clients. He assists clients with achieving their
financial goals and generational planning. He also specializes in
employer stock options, and helping executives achieve financial
independence. Spectrum Strategies brings together all of the
specialists that contribute to the comprehensive planning process:
financial planning, insurance, investment, estate, business, and
employee benefits planning. Galvan is a member of the local FPA
chapter, and currently serves as a Board of Governors on the Estate
Planning Council of North Texas and is a member of Lifenet Texas.
Jaime Galvan, CFP®
FINANCIAL PLANNER
5080 Spectrum Drive, Suite 902W
Addison, Texas 75001
972.455.4346
972.534.1447 (fax)
CFP®; FPA; Securities Licenses 7,63 & 24; Best Financial Planners, 2002-2016
SPECTRUM STRATEGIES, L.L.C.
2017-FPWM-MASTER-Edited.indd 20 9/26/17 2:28 PM
