Ready to simplify?

Busy, successful people who’ve worked hard for their nestegg often find they don’t have time to give their financial plans and investments proper attention.   It’s not that they aren’t smart enough.
  • It may be that their careers are demanding.
  • Or perhaps they are busier in retirement than they were when they were working.
  • Or life has just caved in, and there is no emotional bandwidth left to deal with financial matters.

They want to be informed, but are too busy for one more thing.  They are ready to delegate that responsibility–ready to simplify their busy lives.   That’s when we can help.


We actually LIKE working with financial matters, and are good at it.  Most likely you spend a lot of time helping out others.  It’s time you let us help YOU out.


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For more information, click the Services tab at the top of the page.

Contact Us!

3939 Beltline Road
Suite 215
Addison, TX 75001
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Clayton Tuggle, CPA, CFP®
Phone: 972-788-4703
E-mail: wct@tugglerussell.com
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Lois Russell, CFP®
Phone: 972-759-0203
E-mail: zlr@tugglerussell.com

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Fax: 972-788-2837