Achieving your goals It starts with insightful advice
Team AGT
469-440-0575
214-981-0520
800-288-1515
Legacy Tower
7250 Dallas Parkway
12th Floor
Plano, TX 75024
Our relationship forms the basis of all of our work together. We don't make decisions for you – we make them with you. We listen closely when you share your priorities and concerns. Our discussions help us provide guidance so that you can gain control, weigh your next steps and create the right course of action.
It all comes down to delivering advice that is relevant to your life and your financial success.
Our office locations
Legacy Tower
7250 Dallas Parkway
12th Floor
Plano, TX 75024
The Crescent
100 Crescent Court
Suite 600
Dallas, TX 75201
Our perspectives
Insights