Balance and Alignment for Financial Freedom
Pinecrest Financial brings more than a decade of experience to helping you focus on living out your most cherished goals. We strive to bring you the greatest return on life possible, maximizing your ability to live the life you want on the resources you have. In the process, we create individualized investment strategies and fully integrated plans that align all areas of your financial life.
More than a trusted financial advisor, we serve as your advocate and are devoted to providing holistic solutions that help you navigate all stages of life. We care for your financial health with the same attention we provide to our own.
Affirmed By Independence
Total objectivity is a defining feature of our firm. We pride ourselves on our independence and ability to provide knowledgeable advice and solutions that truly have your best interests in mind. Free from the pressure of corporate and proprietary products, our advice, analysis, and strategies are tailored to our clients’ unique situations. At Pinecrest Financial, your best interests become our own as we build plans designed to help you live the life you’ve imagined.
Services We Offer
The services we offer are aligned with phases in life, from those just starting out in their working lives to those planning for their later years and contemplating their legacy. In all phases, the emphasis remains on bringing balance to your life by focusing on your values and goals first, then determining the financial requirements needed to accomplish them. We view your monetary wealth as a tool that serves to help you achieve your life goals, not as an end in itself.
Wealth Creation Planning
Retirement Planning
Life planning questions are especially important as individuals and families face preparations for retirement. Paid work may cease in retirement but living out your values should not. Our holistic approach nudges you to address questions that help you prepare for a retirement that is as personally rewarding and fruitful as possible while planning for your family’s future and your legacy.
Working from within the framework of your values and goals, we can help you navigate choices concerning early retirement offers, pensions, 401(k) plans, deferred compensation and other assets to construct a plan for a retirement income stream that supports your objectives.We help you see the big picture and anchor your goals to what brings you the greatest fulfillment in life. Learn more…
One-Time Planning
Some individuals seek assistance in constructing a plan but prefer to handle investing on their own. We offer the opportunity to work through the initial stages together to create a comprehensive single plan that an individual can then use as a road map. The individual is then free to implement the plan and make their own investment selections. Learn more…
Life is More Than a Formula
Life can feel out of control when priorities slip—when you find yourself focused on a generic monetary goal but missing out on the relationships and activities that bring meaning and joy to living. We embrace a philosophy that turns this formula around, paying as much attention to non-financial goals as to financial ones and seeking balance between quality of life and quantity of resources. Our emphasis is on Return on Life,TM which looks at how well you are doing at living the life you want on the money you have.
Your values, principles and thoughts about money are personal, not limited to a standard formula, and need to be considered in light of your priorities. Money should not control you; instead, it is a tool you control that serves you and supports your goals. A focus on Return on Life helps you find the right balance between qualitative and quantitative factors in your financial plans.
Pause and reflect as you answer this question for yourself: Who and what in my life truly makes me happy? Take this 5-minute assessment to learn more about your present Return on Life.
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Pinecrest Financial
6800 Weiskopf Avenue, Suite 150 | McKinney, TX 75070
P: 972.807.3389 | Email Thanhha | 
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Pinecrest Financial are not affiliated. This communication is strictly intended for individuals residing in the states of CA, FL, IL, MO, NV, PA, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Pinecrest Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.
Below you can find important disclosures on the various policies, features, and agreements pertaining to the services we offer. Please review these documents and keep a copy for your records.
Cambridge’s Form CRS (Customer Relationship Summary)
CIRA Form ADV 2A | Pinecrest Financial Form ADV 2B | Form CRS for Cambridge | Form CRS for CIRA | Regulation BI Disclosure