Southlake Risk Managment, Financial Advisory in Colleyville and Flowermound
Call for Complimentary Consultation:
Toll Free (866) 407-4320, (817) 717-3812
Wealth Management with Character,
              Moral Strength and Excellence

Risk Management

There are two great common errors in risk management; either being over-insured or under-insured.  It is inefficiency in your wealth plan that is very common.  We utilize a dynamic model with a goal to protect your wealth from being eroded by:


  • income taxes
  • inflation
  • market fluctuation
  • fees
  • claims from creditors
  • and other costs


This wealth management tool checks the efficiency of your wealth to insure you are not over or under insured covering all facets of risk management, including but not limited to your life, property and casualty, disability, long-term care, and umbrella insurances.

Insurance guarantees are based on the claims paying ability of the issuing company.

The Virtus View is a weekly to bi-weekly e-mail publication that Brian authors in order to keep you updated on the current market situation.
CONTACT US: 2435 E. Southlake Blvd • Suite 120, Southlake, TX 76092 • (817) 717-3812
Toll Free (866) 407-4320 • Fax (817) 416-6585 •
Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice offered through Level Four Advisory Serivces, a registered investment advisor.
Level Four Advisory Services and Virtus Wealth Management are separate entities from LPL Financial.
LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
Arizona, Arkansas, California, Florida, Georgia, Maryland, Michigan, Minnesota, Missouri, Mississippi, South Carolina, Texas, Washington, The Virgin Islands.