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Proactive Planning

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Helping You

manage the changing face of life

Our Mission

working toward your success is our only mission

Helping You

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We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*).

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.


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2225 East Randol Mill Road, Suite 520
Arlington, TX
76011-6300 United States

  •  Tel: (817) 640-1919
  •  larry.f.rose@lpl.com
  •  brian.fisher@lpl.com
  •  stephen.davis@lpl.com

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Texas, Alabama, California, Colorado, Florida, Kansas, Michigan, Missouri, North Carolina, Oklahoma, Tennessee

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