Individuals & Families
Joshua Hutt's Principal Office - Dallas, TX
Your financial journey is unique to your family's goals, values, and circumstances. We provide goals-based planning that evolves with your life, supported by periodic reviews and ongoing education to keep you informed and confident in your decisions.
We work collaboratively with your existing trusted professionals—your CPA, attorney, and other advisors—to ensure your financial strategy is coordinated and comprehensive. Our education-first approach means you'll understand the 'why' behind every recommendation.
Schedule a complimentary consultation to discuss your family's financial goals
Our Services
Comprehensive financial guidance designed to help individuals and families achieve their long-term goals.
Financial Planning
Retirement, education savings, major purchases, virtual family office coordination, estate/trust basics, periodic reviews.
Financial Advisory/Consulting
Portfolio reviews, Morningstar‑style analysis, research, investment/business/real‑estate decisions, tax strategy context.
Investment Management
Account creation/structure, portfolio construction/rebalancing; private placement/brokerage access (as appropriate).
Insurance
Life, LTC, annuities (RILA/index), income approaches.
Financial Education
Benefits & insurance, estate, investing, retirement, financial wellness, plus selected topical sessions.
Estate/Trust
Executor considerations, legacy planning, succession coordination.
Get Started
Tell us about your family's financial goals and how we can help you achieve them.