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It’s not what we have but what becomes of us.

Focus on what matters

family, occupation, recreation.

Find your work optional lifestyle.

Working with you

to accomplish your life goals.

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  2. About
  3. Our Process

Our Process

Our process integrates wealth management with risk and debt management, income and tax planning and philanthropy. Our goal is to take all the pieces of your financial puzzle and put them in place. Our proprietary process, The SWAN FORMula™, is designed to constantly adjust and monitor your critical life and financial events to keep your plan on track.

Discovery

  • What do you want to accomplish?
  • What is essential to you?

Design

  • How will we get you there?
  • What services are the best fit for you?

Deploy

  • Financial and legacy planning.
  • Product and risk assessment and fit.
  • Ongoing continuous service.
  • Building a lasting relationship.

About

  • Our Team
  • Our Process
  • Our Partnership
  • Our Fiduciary Promise
  • Our Strategic Partners

Book an Appointment

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5209 Heritage Ave. #500
Colleyville, Texas
76034 United States

  •  Tel: 817-494-9000
  •  littleinfo@prosperafinancial.com
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    David

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    Tyler

Securities and Advisory Services Offered through Prospera Financial Services, Member FINRA/SIPC.

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Brokerage and Advisory accounts carried by First Clearing.
An affiliate of Wells Fargo and company.
Little & Associates Wealth Management does not render legal, accounting, or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.

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