A cup of coffee cost more than 2X what it cost 30 years ago.  Is your portfolio prepared for the long-term effects of inflation?  See how we can help you prepare for the rising cost of goods and services.

Author: Brett Fry

Brett is the Managing Director of our office in Dallas, TX. In his current role, Brett oversees all aspects of client relationships whether that be creating financial plans, managing investment portfolios, or coordinating tax, estate, or insurance strategies with other professionals in this network. Brett's expertise in portfolio management, planning for the sale of a business, managing concentrated stock positions and helping young professionals accumulate wealth enables him to guide clients through their continuously changing financial decisions.