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STRATEGIC PARTNERS

In-house, closely aligned partner.

  • PM Squared Financial

    FINANCIAL PLANNING

    PHIL STANLEY

    Financial Strategist

    (214) 918-2309

    phil@pmsquaredfinancial.com

    www.pmsquaredfinancial.com

    Phil Stanley founded the firm in response to the need his clients faced of being able to offer a variety of planning and investment solutions in one place.  He has a passion for developing innovative strategies for his clients.

  • Haldeman & Hall

    EMPLOYER HEALTH INSURANCE

    RICHARD HALDEMAN

    President

    (267) 455-7030

    richardhaldeman@haldemanandhall.com

     

    www.haldemanandhall.com

    Richard is the Partner and Co-Founder of Haldeman & Hall.  This venture was created in response to the continued escalating cost and complexity facing businesses wanting to provide insurance to their employees.  

  • Jim Ross Law Group

    LAW FIRM

    JIM ROSS

    Principal Attorney

    (817) 275-4100

    info@jimrosslaw.com

    www.jimrosslaw.com

    Jim Ross is the founder and principal attorney at the Jim Ross Law Group, where straight talk is the foundation of their practice. They firmly believe that their clients deserve the truth and to have unyielding support from a tough legal team that delivers on its promises.

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