Following is a short list of professionals that I know who can help you in several important areas of planning. Please call on them as needed if you don’t already have someone qualified that you work with in each discipline. As always, please feel free to touch base with me if you have questions or need help with any aspect of your personal finances.

Note: my referral of these professionals does not constitute an endorsement of their skills, licensing, or good standing with regulatory bodies. Please do your own due diligence.

Estate planning/Asset protection and document preparation, execution, and filing:

Craig Friesland
Law office of Craig Friesland
700 Central Expressway South, Suite 100, Allen, TX 75013
(214) 644-1970

Darryl Pratt
2591 Dallas Parkway, Suite 505
Frisco, TX 75034
(972) 712-1515

Bill Wollard
Law Office of Bill Wollard
6860 Dallas Pkwy
Plano,TX 75024
(972) 372-4527

Tax return preparation, consulting, and filing

Doug Mosel, CPA
Mosel & Ginn, PLLC
1255 West 15th Street
Suite 135, Lockbox 25
Plano, TX 75075
(469) 629-6387

Graham Brooks, CPA
Murray, Mensch & Brooks, P.C.
Certified Public Accountants
2150 S. Central Expy Ste 250
McKinney, TX 75070
972-562-2100
http://www.mmbtaxcpa.com

Marriage and family counseling and therapy

Matt McKinney
Journey On Counseling
8105 Rasor Blvd., Suite 103
Plano, Texas 75024
(972) 588-4007
https://www.journeyoncounseling.org/

Christian divorce and family mediation

Michael Wayland
Christian Divorce Services
https://christiandivorceservices.com/

Family law attorney

Jeff Domen
Goranson Bain
6900 N. Dallas Parkway
Suite 400
Plano, TX 75024
(214) 473-9696
https://www.gbfamilylaw.com/attorney/jeff-domen/

Life, disability, and long-term care insurance:

John Ryan
Ryan Insurance Strategy Consultants
5690 DTC Boulevard, Suite 290-W, Greenwood Village, CO 80111
(800) 796-0909

Low-load Insurance Services
2907 W. Bay to Bay Blvd., Ste. 102
Tampa, FL 33629
(877) 254-4429

Mortgage Lenders:

Armando Mungioli
OnQ Financial
5445 Legacy Drive, Suite 170, Plano TX 75024
(972) 333-7811

Geoffrey Davis
Movement Mortgage
6801 Gaylord Parkway, Suite 202, Frisco, TX 75034
(214) 529-9622

Health insurance (including Medicare supplemental policies):

Mike Smith
The Brokerage, Inc.
6200 Stone Hill Farms Pkwy
Flower Mound, TX 75028
(469) 635-6703

Property & casualty insurance (home(s) greater than $1 million estimated value)

Amy Stahnke
HUB Private Client
5600 Tennyson Parkway, Suite 250
Plano,TX 75024
Office: 214-387-0600
Direct: 972-202-2615
Email: amy.stahnke@hubprivateclient.com
hubinternational.com

Meaghan Dowd
AiK2 Insurance Services
26 Park St., Suite 2055
Montclair, NJ 07042
Phone 973-796-4232
mdowd@koreins.com
(licensed in all states)

Property & casualty insurance (home(s) less than $1 million estimated value)

Brad Grimes
2770 Main St., Ste. 133
Frisco, TX 75033
Phone: 214-494-8800
Email: contact@grimesinsurancegroup.com

Roger Welch
Roger Welch Agency, LLC
2770 W. Main Street, Suite 104
Frisco, TX 75033
www.rogerwelchagency.com
(972) 380-6677

College admissions counseling

Meg Squiers
Atticus College Counseling LLC
http://www.atticuscollegecounseling.com/
(214) 914-3678

Automotive repair

Kelly St. Andre
Automotive ER of Frisco
7200 Meadow Hill Drive (B)
Frisco, TX 75033
(972) 989-9402