| John Salter, CFP |
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| Company |
Evensky & Katz Wealth Mgmt. |
| Email |
johnsalter(at)evenskykatz.com
To use the email address above, replace "(at)" with "@". |
| Phone |
806-747-7995 |
| Fax |
806-747-8569 |
| Address |
1500 Broadway, Suite 1254
Lubbock, TX 79401 |
| IARD/CRD or SEC # |
801-60104 |
| CFP® # |
94685 |
| Other Credentials |
AIFA |
|
Our Mission is to partner with clients to enable them to achieve their financial goals through objective planning and management of investment assets. Our purpose is to help build, manage and preserve your wealth. We are fiduciaries. We put our client's interest first, act with integrity and honesty, and strive for excellence in every facet of our practice. Our success is not measured by performance statistics but rather by our clients' success in achieving their goals.
Our Clients share in the realization that by coordinating and managing today's financial decisions they can achieve their goals for tomorrow. They are individuals and businesses who expect excellence and have made a firm commitment to achieving it themselves. Our clients control their strategic plan; however, they usually have no desire to manage their financial affairs on a daily basis. They are highly motivated to work with a professional CFP advisor, not a sales representative. |
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