New Dimensions Wealth Management

Wealth Management for Smart People

550 S. Watters Road, Suite 242
Allen, Texas 75013
972-972-8565
  • [Home]
  • [About]
    • Our Company
    • Lance Alston, CFP®
    • Tiffany Finney-Johnson, CFP®
    • Fee Only Financial Planners
  • [Core Beliefs]
  • [Investment Management]
    • A Simpler Way
  • [Services]
    • Financial Planning
    • Wealth Management
  • [Fee Schedule]
  • [Blog]
  • [Book]
  • [Contact]

Disclosures

2020 ADV 2A and 2B (Firm Brochure)

The ADV is filed annually with the State of Texas and will give you additional information about our background, our services, and investment philosophy.

 

2020 Privacy Notice

Our Privacy Notice outlines exactly how we use and don’t use the personal information you share with us.

 

New Dimensions Wealth Management Fee Schedule

We make every attempt to be sure that you completely understand the fees associated with our services.

Looking for something?

Forms and Disclosures

Disclosures

Client Forms

550 S. Watters Road, Suite 242
Allen, Texas 75013

More About Us

For more than fifteen years I have been helping individuals in Allen, McKinney, Plano and the surrounding areas plan for their financial futures. I am fortunate to love my work and look forward to meeting with my clients and helping them achieve their financial goals each day. Read More…

View My Blog Posts

For more than 10 years, I have been working in the financial services industry, helping individuals and families in Allen, McKinney, Plano and the north Dallas area create strategies to achieve their financial goals.

I'd love to help you reach yours. Read More…

View My Blog Posts
Google+

Copyright © 2021 · Outreach Pro Theme on Genesis Framework · WordPress · Log in