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Meet Dallas Price

My own early experiences with money taught me how important financial confidence is for a family’s well-being.

Read My Story

Planning
We help you understand your income, spending, and goals.
Insurance
We review your coverage and explain how it addresses your needs.
Retirement
We guide you in aiming to build long-term savings based on your life stage.
Legacy
We help you prepare for the future and strive to protect the people you care about.

Free Guide: Build Your Personal Spending Plan

Download a simple 3-page guide to help you organize your monthly money.

Download the Free Guide

Start with a Plan

Let’s talk about your goals and walk through simple steps you can take to feel more in control.

Schedule a Free Visit