Your financial planning needs are unique. So is our expert team of 13 financial advisors, led by Joshua B. Smith. Our firm combines all the resources of Goldman Sachs and years of expertise in retirement planning to provide the dedicated, one-on-one experience you’re looking for. Together, we get personal to help you live the life you want.
5810 Tennyson Parkway Suite 200
Plano, TX 75024
Driving directions >
Telephone:
972-409-0885
M - F: 8am - 5pm
Sat: 8am - 2pm
Sun: Closed
We are located on the 2nd floor of the building.
Tell us about yourself at no cost or obligation.
By submitting the above, you acknowledge that the information you are providing is subject to our Privacy Policy and Terms of Use. You also consent to our marketing of products and services through a variety of means, including automated email systems, that you will be responsible for charges incurred in connection with a call or email, and that we may share your information with our affiliates for marketing.
To withdraw your consent to receive calls or to change your preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.
