Business Details
22 Years
experience
Your Trusted Financial Planning & Wealth Management Partner in Allen, TX
At New Dimensions Wealth Management, we are driven by a set of core beliefs that shape every interaction with our clients. Our mission is to simplify the complexities of wealth through strategic financial planning and comprehensive wealth management. With over two decades of experience serving families in North Texas, we provide confidence and peace of mind by creating personalized plans tailored to individual goals. Our commitment to transparency ensures that fees are clear and straightforward, eliminating hidden costs. We recognize that wealth encompasses multiple dimensions, requiring a balanced approach to address retirement, investments, risk management, taxes, and estate planning.Our team of certified professionals, including CFP practitioners, brings extensive expertise in delivering solutions that align with clients' long-term objectives. We prioritize simplicity in investing, avoiding unnecessary complexity while focusing on sustainable strategies. Our client-centric philosophy extends to ongoing support, ensuring that financial plans evolve with life changes. By combining experience, education, and a dedication to service, we aim to empower clients to achieve financial well-being.
Services
Financial Planning
Wealth Management
Retirement Planning
Investment Management
Estate Planning
Risk Management
Tax Planning
Insurance Analysis
Cash Flow Planning
Education Planning
Details
- Year established: 2004
Highlights and features
- We have over 20 years of experience in financial planning and wealth management.
- Our team includes Certified Financial Planners with proven expertise in client-focused strategies.
- We maintain clear and transparent fee structures with no hidden costs.
- Our approach addresses all dimensions of wealth, including retirement, investments, and estate planning.
- We prioritize simplicity in investing while delivering sustainable, client-centered solutions.
Associations and certifications
- Certified Financial Planner Board of Standards
Services
Financial Planning
We create personalized financial plans addressing retirement, investments, risk management, taxes, and estate planning. Our approach ensures alignment with your long-term goals while adapting to life changes. Clients benefit from transparent strategies designed to build confidence and achieve financial security.
Wealth Management
Our wealth management integrates ongoing portfolio management with comprehensive financial plans. We focus on optimizing investments, mitigating risks, and adjusting strategies to reflect evolving client needs. This holistic approach ensures sustained financial growth and stability.
Retirement Planning
We specialize in all retirement phases, from pre-retirement preparation to post-retirement income management. Services include savings optimization, tax-efficient withdrawals, and estate considerations to ensure financial independence during retirement years.
Estate Planning
Our estate planning services ensure your assets are distributed according to your wishes while minimizing tax liabilities. We coordinate wills, trusts, and power of attorney documents to provide clarity and security for your beneficiaries.
Investment Management
We develop customized investment strategies based on your risk tolerance and financial goals. Our approach emphasizes diversification, risk control, and long-term growth, with regular reviews to adapt to market changes and client objectives.
People
Lance Alston
President
With over 24 years of experience, Lance holds a CFP designation and has been recognized as a top financial planner in Dallas since 2004. He co-hosted a financial radio show and actively supports community initiatives focused on food security.
Tiffany Finney-Johnson
Director of Financial Planning
Tiffany brings 17 years of expertise in comprehensive wealth management. A CFP professional and award recipient, she focuses on problem-solving and helping clients achieve financial and personal goals while serving on financial planning association boards.
Joy Christensen
Director of Operations
Joy has 24 years of client service experience in financial planning. She oversees operational efficiency and client support, leveraging her background from prominent Dallas wealth management firms to ensure seamless service delivery.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement analysis, investment strategies, risk management, tax planning, and estate planning tailored to your unique goals.
How do you approach wealth management?
Our wealth management integrates ongoing portfolio management with personalized financial plans to ensure alignment with your long-term objectives and life changes.
Are your fees transparent?
Yes, we maintain clear and straightforward fee structures with no hidden costs, ensuring full transparency in all our services.
What areas do you serve?
We primarily serve clients in Allen, McKinney, Plano, Frisco, and surrounding areas of North Texas.
What credentials do your advisors hold?
Our team includes Certified Financial Planners (CFP®) and professionals with advanced degrees and decades of experience in wealth management.
How do you support retirement planning?
We specialize in pre-retirement, retirement red zone, and post-retirement planning, focusing on income streams, tax mitigation, and wealth preservation.
