Helping you live your best life.

Our Mission

"Our mission is to provide long-term financial clarity to our clients through the simplicity of custom and strategic planning."

A Message from Jack Sheets

For over 20 years, I have had the honor and privilege to work closely with individuals and small business owners in helping them reach long-term financial security. Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline, and strategic planning.
 
My team and I make it a priority to focus on each client and their unique situation. A value of working with my practice is that each client will feel well-informed and equipped to confidently make decisions in planning for their financial security, as well as for future generations. Whether you are concerned about your own financial needs or those of your family or business, I can walk alongside you, and together we can achieve your financial ambitions and protect the people and things you care about most.

We’re top ranked by Forbes

Forbes has recognized Jack Sheets as one of the top financial security professionals in Texas. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.

A business meeting around a table.

Forbes Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual
(NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or
ranking(s). Rankings and recognitions are no guarantee of future investment success.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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