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Financial Advisory Teams

FINANCIAL ADVISOR & PROFESSIONAL TEAMS

Unique & Niche Approaches

planning teams

For Clients With Complex or Specific Planning Needs

While all of our financial advisors and professionals are equipped to guide any client on their financial journey. These teams were born from the innovative minds of people who all started here as individual financial advisors. Over time, their niche and specialty focuses became their passions and they formed formidable teams that can compete with even the biggest financial services firms. 

Asset Pro & it's sister organization Exponential Equations provide full service financial, tax, and exit planning services for businesses with over $1 million revenue.

Asset Professional Business Focused Planning

Wealth Design Group focuses on high net worth financial planning with the Matson Money® methodology and utilizing life insurance as an asset on the balance sheet to help build wealth.

Wealth Design Group High Net Worth Planning

Financial Outfitters works with avid outdoorsmen & women to find balance between nature, their inner selves, and their finances with off-site adventures combined with planning sessions.

Financial Outfitters Lifestyle Focused Planning

White Rhino Financial uses the LBS Philosophy to help clients find financial balance and achieve financial confidence. Through an established process they help guide families to their goals.

White Rhino Financial Living Balance Sheet Planning

Houston Office

3040 Post Oak Blvd.

Suite 1150

Houston, TX 77056

281-220-2700

Austin Office

9101 Burnett Rd.

Suite 107

Austin, TX 78758

512-886-2511

Fort Worth Office

6000 Western Pl

Suite 120

Fort Worth, TX 76107

682-233-7770

Best Interest Disclosure and Form CRS

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Thryve Trybe to provide information on a topic that may be of interest. Thryve Trybe is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.

The Living Balance Sheet® (LBS) and LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2023 Guardian.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC.OSJ: 3040 Post Oak Blvd., Suite 1150 Houston, TX  77056, phone # 281-220-2700.PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of PAS or Guardian.CA Insurance License # 0K05737.

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