glass buildings

A Brief Team History

Our team was founded nearly 20 years ago by Duane Cooper and Ritchy Scoggin right here in Austin, TX.  Today we have over 147 years of experience, 140 years of marriage, 12 children, 11 grandchildren and 6 dogs.  We manage more than 50 corporate retirement plans where we service more than 4.000 participants, and help 300 families plan for and live in retirement.  We have a Sun Devil, New Mexico State Aggie, Minuteman, Commodore and Bobcat on our team.  We have live in Austin for more than 160 combined  years and we absolutely love helping clients navigate life’s challenges and successes.
Couple on Beach

Plan for Retirement

Through our process we aim to fully understand the totality of each unique situation and then begin to craft a plan to fit those individual challenges. Our process begins with listening and understanding our client’s needs, and building a plan hand in hand with them. These plans are always tailored to our client’s goals, and can be updated as needed due to life changes and as their needs and wants do.

Helping Clients Succeed Financially

It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. I can help you start planning now for the future. I am backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.