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Since 2020, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, credit and/or estate planning? One of our qualified professionals would be glad to assist you.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance. Because remember at The Fletcher Organization; " We're Invested In Your Success. "
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and qualified. And you can count on unbiased recommendations and impartial guidance.
Sheree began her investment career in April, 2017 as a investor with The Collins Investment Group. She left The Collins Investment Group in 2020 and started her entrepreneur career as a real estate investor, credit, and business consultant. She’s been at The Fletcher Organization since 2020.
Ashley began her career in June, 2018 as a real estate agent with Keller Williams Realty. She left Keller Williams in 2020 and became an agent with The Fletcher Organization. She’s been at The Fletcher Organization since 2020.
Edward began his career in January, 2019 as a Investor with The Collins Organization. In 2021 he started his sales career as an agent with The Collins Investment group. He’s been an Investor at The Fletcher Organization since 2020. He's a senior pastor at Pleasant Homes Baptist Church in Fort Worth, Texas.
Please contact us if you cannot find an answer to your question.
Financial plan give you a measurable goal to work toward. Also financial planning allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans at least once a year, or before any major life transition.
Sign up to hear from us.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
11816 Inwood Road. Suite 3057 Dallas, Texas 75244, United States
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
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