Pick Financial Group

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Pick Financial Group is privately owned and operated, right here, in Plano, TX. Since our company opened in 2003, we’ve treated every customer like they were a part of our family. What makes us unique is that we have the ability to show people transfers of their wealth that they are making unknowingly and unnecessarily, through payments to the IRS and Financial Institutions, such as banks. We believe we can add more value by interrupting these transfers and placing them in accounts that offer principal protection, and tax free or tax postponed distributions than we ever could by trying to outperform your current adviser by a number of percentage points.