I already have a good life insurance policy through my law firm, but Spenser explained to me that…read moreif I ever leave the firm, I will lose that insurance. The older I get, the harder it will be to get a new policy on my own. The policy he helped me get will not only stay with me if I leave my job, but it also allows for some investment options. Spenser recommended I consider an IBC policy, which goes beyond your typical life insurance policy. Rather than just telling me what to buy, he worked with me to build a policy that allows me to have investment opportunities and funding options for future purchases. Since then, I have recommended Spenser to multiple of my own clients. He has helped them find what works best for them, whether that's in starting a new business or protecting their families.

From the owner: At SPS Financial Group we guide you in everything from Health/Medical/Life Insurance. We also…read morespecialize in working with 1099-Contractors/Business Owners with tax strategies and policies to ensure you are maximizing every dollar you make, while making your dollar work for you. Spenser Strickland Founded SPSFG after receiving (and beating) a Stage IV Cancer diagnoses. We pride ourselves on not only providing solutions no matter the client need, but providing as much education as possible, coming from a patient perspective rather than General Insurance Comapnies. We pride ourselves in being DIFFERENT. SPS Financial Group -Your protection. OUR priority.

Elisa helped me out and was extremely kind, efficient, and patient with a Senior Client of Schwab!!…read more I had an unusual technical problem with my on line account (caused by my lack of technical knowhow). While my problem was not in her immediate area of responsibility, she listened and went to work. Elisa fixed the 1st issue (on line account suspended) and then contacted another expert within Schwab that helped to find the source of other issues that led to my suspension. If Elisa had not listened and gone the extra miles to help me, I would have been suspended again as soon as I drove back home to Denton, TX. Jared Herbert is also to be commended for being very responsive to a phone call and especially for having a very qualified staff that cares about their clients. If I was not retired, I would have offered a job to Elisa. Her talent, caring attitude, and common sense are rare. I expect Schwab recognizes her abilities and she has a bright future ahead of her.

We had to replace our car on a trip we made to Dallas last week. We had planned on replacing the…read morecar later this year, but car problems en route made the transaction necessary earlier than planned. We located a replacement car on a Saturday and the dealership let us keep the new car as we would provide them payment from our account at Charles Schwab. On Monday, we went by Charles Schwab in Southlake to arrange the disbursement and met with our agent, Jake Bandy. Mr. Bandy called the dealership, acquired the wiring instructions, and facilitated the whole transaction. Mr. Bandy is a complete pro! He gave us copies of the wire and promised to contact us when it was complete. We returned to the dealership with the copies of the wire and the dealership gave us copies of all our car documents. Mr. Bandy called shortly thereafter and assured us the wire was sent. Everything is stress free when you deal with a great organization and Jake Bandy!

I have had a fidelity account for many years. They have planning tools that were good but have…read morereally become incompetent over the last year. One of their planning tools has been broken for over 2 months at this point and counting. Their response is its a 3rd party but from my standpoint, if you are offering services blaming it on a 3rd party just means you are not managing your offerings. If they fail here, which they obviously have or I would not be writing this post.

I've had a fidelity account for years and always worked with the Dallas office. I recently had a…read moresimple question about a financial transaction. I spent 20 minutes on hold Friday then was cut off because they closed. Today I was on hold for 30 minutes until I finally hung up. Needless to say, I'm getting my money out of here. If you can't trust your financial institution to answer a question, you shouldn't trust them with your money. The cable company answers the phone faster!

Working with Monika has been one of the best financial decisions we've made. Her depth of knowledge…read morein tax strategy is impressive, but it's her ability to tailor solutions specifically to our situation. She just didn't do our taxes; she built long-term strategies that support growth, protection and financial confidence.

I am a business owner with multiple companies and have been using Decision Financial for all my tax…read moreplanning and prep. I have had a really great experience, incredibly smooth and efficient. Monika and her team are fast, accurate, and extremely professional and communicative. Their portal is super helpful for organizing information and discussing my return. I love working with them and I plan to use them for many years to come!

Even this late in the tax season, we were met and had our taxes prepared very quickly. The value…read morefor this service was great. When we asked what we could do to lower our tax burden, we were given great advice! Mr. Salama provides a valuable service!

From the owner: Need peace of mind during tax season? Count on us for accurate and efficient solutions tax service…read more. Reach out today!