I was extremely frustrated and disappointed with Overshare. It took over 7 months to get a basic…read moreplan and required us to really put our foot down and demand it to even get it then. Required hours and hours of my time for what I felt were pointless meetings, which Overshare always seemed unprepared for. Ultimately, Overshare recommended funds that aren't even available to me in my 401k, rendering the recommendations utterly worthless. Thousands of dollars spent, hours of time wasted, and no implementable plan.

From the owner: Ready for a co-pilot to help make those tough investment and tax decisions? We will work with you…read moreto get it right!

Antoine is one of the best CPA's I have worked with. He definitely goes above and beyond what your…read moretypical accountant would do. He makes himself available for questions throughout the year and really makes himself an asset. Great to have someone like this to reach out to when you have questions throughout the year.

From the owner: Comprehensive financial planning, general accounting, business consulting, tax planning and…read morepreparation.

Jerry is the most knowledgeable and client focused financial advisor that I have ever had manage my…read morefinancial portfolio. I have worked with high net worth private advisors as well as Wells Fargo Private Client Services Group and Jerry absolutely blows them away. I moved to Frisco from California and wanted to work with a local advisor and I initially had Jerry set up a SEP IRA account. I was so impressed with with his knowledge and service that I moved my remaining portfolio for Jerry to manage. After being disappointed by many advisors over the years, I've found a great partnership with Jerry.