About Us



We are a team of highly-seasoned professionals with over three decades of business-to-business & business-to-consumer sales & customer service experience, and real estate & mortgage industry experience.

We take great pride in the relationships we build, and we always work relentlessly on our client's behalf to help them achieve their life dreams.  Our team of Dallas-Fort Worth Life Changing Events Advisors are the best and brightest in the industry, and are always striving to lead the field in research, innovation, technology, and consumer education.

Our philosophy is simple: Clients Come First!  We pledge to be in constant communication with our clients, keeping them fully informed throughout their entire experience with us.  We believe that if they are not left with an amazing experience from our services, we have not done our job.  We do not measure success through achievements or awards or commissions, but through the satisfaction of our clients.

We are the go-to source for Life Changing Events (LCEs) Planning & Management, including Wealth Building and End-Of-Life Planning, and Commercial & Residential Real Estate Services!

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© 2019 by TRANSFORMATION Advisory, LLC.

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