New Dimensions Wealth Management

Wealth Management for Smart People

550 S. Watters Road, Suite 242
Allen, Texas 75013
972-972-8565
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It’s that time of year again!

April 21, 2022 by Kristie Bueno Leave a Comment

Part of our commitment to you and your financial plan is keeping your information up to date. If you have not already done so, please upload your 2021 Tax Return to our Client Portal:

https://wealth.emaplan.com/ema/charlesschwab/ndwealth

This is the safest and most secure way to get your private financial documents to us. As a reminder – Please send us a message to let us know any time you upload documents to the Client Portal.

We realize that tax planning issues can arise throughout the year. We are always available to discuss these and any other topics that might come up involving your financial plan.

Lance & Tiffany

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

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For more than 20 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…

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For more than 15 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.

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