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
Working years are critical for forming solid financial habits and building resources to support your values and ambitions. From young professionals just starting out to mid-career individuals and families, we offer guidance and services tailored to your goals and phase in life. Those just entering the growth years of their careers may need guidance on budgeting, creating a life plan, and comprehensive financial planning. During peak earning years, as families grow, investment planning and legacy planning take on more significance. We help young families save for college and refocus those strategies as the children get closer to using the funds. Learn more…
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…
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