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Kent Treat

Investment Advisor Representative

W: 214-739-7000
M: 469.951.2738
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5072 W. Plano Parkway
Suite 280
Plano, TX 75093

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How will you protect your family financially and prepare for your future? Where do you start? Let’s find those answers together.

Create Your Strategy

The time to start building your future is now. Let’s get together to discover how to get to where you want to be.

Be a Part of Our Team

Once you have a financial strategy for your future, why not share it with others while building your business?

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Why I’m a Financial Professional and What Drives Me

I provide financial solutions for individuals and companies based on where they desire to go. My minimum requirements are based on willingness to follow a plan, and have nothing to do with current net worth. My desire is for each person to leave inspired that they can be in a better financial situation by expanding their relationship with my company.

There are two primary ways I hope to assist with your financial future.

By helping you reach your personal financial goals for yourself, your family, and your future.

How much money will you need to live the way you do now when you're retired – or to provide for your family if you lost your income tomorrow? Confronting questions like these doesn't have to be scary. With knowledge, strategy, and action, we can work together to help you reach your goals and pursue a future of financial independence.

By helping you build a business as a financial professional.

If you had the opportunity to be your own boss and build your future by helping others work towards financial independence without quitting your current job, how long would you wait? Not only will I show you how – I’ll help you do it.

Visit Our Office

5072 W. Plano Parkway
Suite 280
Plano, TX 75093

Get Directions