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It’s not what we have but what becomes of us.

Focus on what matters

family, occupation, recreation.

Find your work optional lifestyle.

Working with you

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Our Partnership

Keys to a Successful Relationship: What You Can Expect

We engage in panoramic financial planning in the context of a long-term partnership with you through our proprietary process, The SWAN FORMula™. To maintain a successful working relationship, one where we can help you achieve your financial and lifestyle goals, you can expect that we will consistently and responsibly perform all the services outlined below.

We Will Always:

  • Acquire and maintain a thorough understanding of your financial goals
  • Update your current financial information as your life unfolds and needs evolve
  • Carefully determine and monitor your investment risk and time-frame
  • Explain the implications of all recommended financial planning strategies
  • Update you as and when appropriate by appointment, email, mail, or phone
  • Act as your primary Financial Advisor and steward of your financial future
  • Coordinate with other financial professionals when your plan requires it
  • Treat you with utmost respect and professionalism

About

  • Our Team
  • Our Process
  • Our Partnership
  • Our Fiduciary Promise
  • Our Strategic Partners

Book an Appointment

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5209 Heritage Ave. #500
Colleyville, Texas
76034 United States

  •  Tel: 817-494-9000
  •  littleinfo@prosperafinancial.com
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    David

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    Tyler

Securities and Advisory Services Offered through Prospera Financial Services, Member FINRA/SIPC.

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Brokerage and Advisory accounts carried by First Clearing.
An affiliate of Wells Fargo and company.
Little & Associates Wealth Management does not render legal, accounting, or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.

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