OUR PROCESS

One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter solutions or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals, and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we’re privileged to serve.

Step I: Review

Step II: Analyze

Step III: Develop

Step IV: Coordinate

Step V: Implement

Step VI: Monitor

Staich Process

TAX CUTS AND JOB ACT OF 2017 SUNSETS ON JANUARY 1ST, 2026

Are you ready?

Kissinger Logo White 2

Mark Kissinger

469-371-0791
mkissinger@ft.newyorklife.com

Jeff Kissinger

214-502-9892
jdkissinger@ft.newyorklife.com

Kayla Hall

570-494-8628
kmhall@ft.newyorklife.com

Our Location

2600 Network Dr, Suite 130
Frisco, TX 75034