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About Us

Building A Legacy On Service

In 1987, Wayne Christian started this firm as the first financial advisor in the area. His belief was simple: hardworking families deserve the same financial opportunities as anyone else. That belief has shaped how we care for our clients every day and across generations.

Today, his daughter, Liza Christian Firmin, continues that same commitment. Wayne still works closely with clients on retirement income planning, while Liza leads the firm into the future. Together, we help families protect what they’ve built, make wise decisions, and enjoy a confident retirement.

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Meeting You Where You Are

Not everyone wants a full-blown financial plan — and that’s okay. Some people just need help with one thing; others want a clear plan for the years ahead. However you come to us, we’ll listen first, explain things clearly, and walk with you at your pace.

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We Believe In Progress Over Perfection

We Believe In Progress Over Perfection

Financial planning doesn’t have to be complicated. We take things one step at a time—helping you make sense of your options and move forward with confidence, no matter where you’re starting from.

Financial Planning For Hard-Working People

Financial Planning For Hard-Working People

You don’t have to fit a mold to work with us. We listen, we explain things clearly, and we give practical advice that fits your life. Whether you’re teaching, running a business, or planning for retirement, we’ll treat you with the same care and respect we’d want for our own family.

Trusted Direction Through Every Season

Trusted Direction Through Every Season

For decades, families across East Texas and West Louisiana have trusted us for steady, practical financial guidance. Now serving clients in Central Texas and beyond, we continue to walk with generations through saving, investing, retiring, and passing on what they’ve built. When life changes, you don’t have to start over — we’ll be here to help you keep moving forward.

How We Work

We believe trust is earned through actions, not words. Our approach centers on straight talk, steady stewardship, and dependable service — values that have guided our firm for nearly four decades.

Straight Talk, Sound Advice

We believe people deserve clear, honest guidance — no jargon, no pressure, and no surprises. We explain things plainly so you can make confident decisions.

Follow Through Every Time

We take follow-through seriously. You can expect consistent communication, timely updates, and a team that stands behind its word.

Steady Stewardship

We treat every dollar like our own — with care, diligence, and respect for the trust you’ve placed in us.

Serving You In Partnership With Kestra

We’re proud to partner with Kestra Investment Management — a leading independent platform that provides us with advanced research, technology, and compliance support. This partnership allows us to focus on what matters most: serving you with personal attention, clear communication, and advice tailored to your goals.

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See How We Can Help You

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Helping Hardworking Folks Protect What Matters Most

Explore Our Approach

Ready to Talk? We’ll Keep It Simple.

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