How We Work
Financial decisions often affect the whole household. We make room for each person’s perspective, ask what a decision means for your family, and explain the options in language you can use outside a meeting. Our role is to offer skilled counsel while keeping you involved in the choices.
We also recognize that a good plan may require more than one professional perspective. When appropriate, we coordinate with your attorney, accountant, and other advisors so important details do not fall between separate conversations.
Heather Bridges
Vice President, Licensed Administrative Assistant, Insurance Specialist
817-529-8463
Ennis, TX
Kelly Francis, CRC®, CKA®, ChFC®
Wealth Advisor
972-476-0890
kelly.francis@1322advisors.com
Tyler, TX
