Dallas/Ft. Worth, TX Headquarters
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15851 N Dallas Parkway, Ste 100
View on Google Maps
Addison, Texas 75001-6837
Our Firm
Dallas/Ft. Worth, TX Headquarters
Our firm has had a presence in the DFW area since 1972 and we take pride in developing strategies for financial challenges for individuals, families, and small businesses. We are a process-driven financial planning firm and work side-by-side with our clients to provider premier service for today and tomorrow.
1847Financial Dallas/Fort Worth is proud to be among a select group of firms across the country affiliated with The Penn Mutual Life Insurance Company, a leader in life insurance and investment services, for more than 175 years.
Why Partner With Us
Are you a financial professional wondering if the grass is greener elsewhere?
We are passionate about helping financial professionals build their practices using our Grass Roots Program and helping find the right solutions for your clients. If you’re looking to partner with a team that will give your practice the strong roots to thrive, schedule a time to discuss by contacting (469) 737-4044.
Why Choose Us
Grow
Grow your practice using proven systems and marketing resources for lead generation, client acquisition, servicing, digital marketing and branding of your business.
Earn
Enhanced compensation, office space, and travel rewards with very low expenses, allowing you to keep more of what you earn.
Products
Utilize a wide variety of products that consistently outperform competitors.
Experience
Easier path to success with over 150 years of Field Leadership experience, so you’ll never go on an appointment unprepared.
Business
Unique system and technology with rapid business processing. Cases issue quick, so you get paid faster.
LEAP
Access to premier LEAP financial planning system.
Staff
Meet our Firm
Aaron Peck
Joel Carson
Gina Whitaker
Patty Hartranft
John L. Norman, CLU, ChFC
Vicky Huckaby
Luke Shatwell
Amy Provezis
Firm Services
Firm Specialty
Business planning
Are you so busy taking care of day-to-day operations that you don't have time to think about the future financial security of your business? If so, you are not alone. However, we can work with you to lift that burden and address significant issues such as business continuation and employee benefits that help attract, reward and retain key employees.
Estate planning
Estate planning impacts everyone, not just the wealthy. With careful planning, you can decide how you will pass on your estate to your heirs, reduce or eliminate taxes, provide liquidity to cover taxes, debts and other final expenses. Without it, the government may decide for you.
Retirement planning
Today, we're faced with two big dilemmas: saving enough for retirement, and stretching those savings, as Americans are living longer, more productive lives. A comfortable retirement will likely depend on personal savings and self-funded retirement plans. We can help you plan and prepare ahead of time so you can comfortably enjoy retirement.
Risk management
What risks do you face in your business or personal life? Have you taken the necessary steps to protect yourself against potential loss? We will work with you to help assess your risks, show you how to manage them effectively, look for opportunities to avoid unnecessary risk, and help make sure any losses you experience are minimal.
Wealth accumulation
Building wealth takes planning discipline, a long-term strategy and commitment. We develop a strategy that matches your comfort level with risk, return and accessibility. It is never too early to start building your wealth to help you fully realize all life's possibilities.
