Broker Check




Years of experience


Local Office

We Focus on Growth to Give You Choices in Retirement

Make Your Money Work for You

Make Your Money Work for You

We design plans built on strategies to grow wealth and protect your investment. 

You deserve to have choices during the best years of your life! 

Learn more
What We Bring to the Table

What We Bring to the Table

For over 30 years, our family's first priority has been our clients. 

We take the time to listen to. . . 

your hopes, your dreams, and your concerns.

We are local. We are virtual. We are here for you. 

Learn more

What We Offer

We provide comprehensive retirement planning so you can enjoy to the fullest the best years of your life. 

Contact us with questions about your 401K, IRA, and other concerns. 


Long-Term Care

Retirement Planning


Tips and Resources

Click on the link below for our episode of Motorcoach Diaries where Ann describes our process: 

"The Box Approach": Motorcoach Diaries Ep. 104

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Learn more
<p>Comparing Mortgage Terms</p>

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.
Learn More
<p>Choices for Your 401(k) at a Former Employer</p>

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Learn More

Our Expert

Ann M.  Box

Ann M. Box

Executive Director and Financial Advisor

(682) 258-5272

Corrie  Mitchell

Corrie Mitchell

Registered Assistant/Life Insurance Agent

(682) 258-5272

Sarah  Box

Sarah Box

Director of Client Care

Learn How We Can Help You

Schedule a Meeting