Financial Guidance for Every Dimension of Wealth
Trusted by families in North Texas for over 20 years.
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Financial Planning
We strategically prepare a plan designed to help you make the best use of your money and to set a path for you to achieve long-term financial goals and objectives.
Wealth Management
We provide financial advice and ongoing management based on the strategic goals of your Financial Plan, overseeing many dimensions including retirement, investments, risk, taxes, real estate and more.
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Insights
Read up on the latest macroeconomic trends and time tested best practices.
Welcome to the New Dimensions Team, Joy Lee!
We are excited to share some important news about changes at New Dimensions!We are thrilled to announce that Joy Lee has joined our team as Director of Operations. Joy and Lance started their...
What Are I-Bonds And Should They Be Part Of My Portfolio?
By now you’ve probably seen several articles or heard news stories about I-bonds and the fantastic investing opportunity they currently offer. I-bonds are specialized bonds issued by the US...
Our Thoughts on Bear Markets
Markets around the world officially entered bear market territory last week. We understand that market declines are stressful, regardless of how many times you’ve been through...