Our Organizer

If you want help in organizing your documents and information, you might find our Organizer for Peace of Mind helpful:

 BENEFITS OF OUR ORGANIZER FOR PEACE OF MIND!

  • Easily updated because pages are in a 3-ring binder.
  • Color coded divider pages
  • Each Divider Pages contains helpful information explaining the category so that you can better  interpret what you have.
  • There is a special section covering things you need to know in the event a loved one passes away.
  • Compact and convenient to take with you to an attorney’s office or accountant’s office.
  • Serves as a launching pad for family discussions.
  • Attractive, zippered binder with a place for a pen, business cards, notepad and calculator.
  • BONUS BENEFIT:  Weekly Email Reminders to help you eat your organizational elephant, one bite at at time.

TO PURCHASE AN ORGANIZER FOR PEACE OF MIND,

PLEASE CALL US AT 972-788-4703.

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Client Services

* Fee-Based Asset Management
* Financial Counseling
* Financial Planning
* Plan Implementation
* Organizing Financial Records
* Independent Financial Reviews
* Community Workshops

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