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Clear Financial Guidance. Confident Decisions.

Helping families, professionals, and business owners build smart, tax-aware financial plans — so market noise doesn’t derail real life goals.

How We Help

We provide comprehensive wealth management designed to simplify complexity.

Our Core Services Include:

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Retirement Planning/

Income Strategies

Tax Planning for Efficient Investment Management

Financial Planning/ Cash Flow Analysis

Estate Planning/ Document Creation

Ongoing Advice & Accountability

All powered by modern planning tools and a disciplined process.

What It’s Like to Work With Us

1. Discover
    We listen first — learning what matters most to you.
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2. Plan
    We build a clear, personalized roadmap covering investments, taxes, and long-term goals.
 
3. Implement
    We put the plan into action with thoughtful, tax-aware strategies.
 
4. Monitor & Adjust
    Life changes. Markets change. Your plan evolves with you.

CONTACT US.

For a free Tax Analysis and 2026 Projection reach out below

Branch Address:

2435 North Central Expressway

Suite 1020

Richardson, TX 75080

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Mailing Address

3000 S. Hulen St. Suite #124-611

Ft. Worth, TX 76109

 

Email

bobby@meffordwealthmanagement.com

 

Phone

(817) 367-9190 - main

(817) 952-5358 - fax

 

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Securities and investment advisory services offered through Osaic Wealth, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DC, FL, GA, IA, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM., NY, OK, OR, PA, SC. TN, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

 

Osaic Wealth Form CRS

 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

 

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