Our Qualifications


G. Art Cornett, CFP® is a Registered Investment Advisor Representative and  Certified Financial Planner Practioner.
Art began marketing insurance in 1967 after graduating from Southwest Texas State University with a BS degree in Chemistry and Math. Within two short years, he started his own insurance agency, and later branched out into real estate.
He advanced his career in financial services in 1971 when he associated with a major stock brokerage firm as a Registered Representative. Art then studied, tested, and qualified to become a Certified Financial Planner Practioner at the College for Financial Planning in 1977.
Art has broad experience in the investment, insurance and real estate industries, and holds licenses in the States of Texas and Florida for securities, and in Texas for life, health, and disability/long term care insurance in addition to the specialized license for Registered Investment Advisors.  
We'll work with your attorney and CPA to help you preserve, manage, and transfer your wealth through creative estate planning, tax management, and innovative investment strategies. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

If you are a Texas or Florida resident interested in estate planning, tax planning, retirement / investment planning, or in ways to preserve what you’ve already accumulated, the first step is essential. That step is to simply schedule a time so that we can get to know you and your unique circumstances that must be considered in your personal financial/investment plan.

We’re looking forward to using our expertise to help you pursue your financial goals.