RoundTable Associates

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Addison, TX
RoundTable Associates

Round Table Associates provides comprehensive, personalized wealth management and financial planning.

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that...

06/01/2026

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. https://www.northwesternmutual.com/life-and-money/what-is-included-in-a-financial-plan/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-financial-plan_field&utm_term=a-financial-plan&agentid=017226

Let’s talk through the right type of life insurance for your needs and goals. https://www.northwesternmutual.com/life-an...

05/26/2026

Let’s talk through the right type of life insurance for your needs and goals. https://www.northwesternmutual.com/life-and-money/the-different-types-of-life-insurance-explained/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_life-insurance_field&utm_term=types-of-life&agentid=017226

Your child’s future may not follow a single path—and your savings strategy shouldn’t either. Read this article to learn ...

05/18/2026

Your child’s future may not follow a single path—and your savings strategy shouldn’t either. Read this article to learn how to build a plan that fits your family’s needs. https://www.northwesternmutual.com/life-and-money/flexible-ways-to-save-for-your-kids-future/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-family_field&utm_term=your-kids-future&agentid=017226

Young households are spending less and saving more. Read this article for ideas on how you can take control of your fina...

05/11/2026

Young households are spending less and saving more. Read this article for ideas on how you can take control of your finances, and then let’s connect so we can build a plan that’s tailored to your goals. https://www.northwesternmutual.com/life-and-money/mindful-spending-is-the-new-flex-save-more-splurge-smarter/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-financial-plan_field&utm_term=mindful-spending&agentid=017226

I can guide you through major milestones like sending the kids off to college. Reach out if you’d like to discuss the de...

05/04/2026

I can guide you through major milestones like sending the kids off to college. Reach out if you’d like to discuss the details. https://www.northwesternmutual.com/life-and-money/student-loans-101-everything-you-need-to-know-before-you-borrow/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_managing-debt_field&utm_term=student-loans-101&agentid=017226

04/27/2026

Here are the new 401(k) contribution limits for 2026. Learn more about what this might mean for your overall retirement strategy. https://www.northwesternmutual.com/life-and-money/401k-contribution-limits/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-retirement_field&utm_term=401k-contribution-limits&agentid=017226

Americans dream of retiring comfortably with $1.46 million, but many aren’t saving enough. Let’s take the guesswork out ...

04/20/2026

Americans dream of retiring comfortably with $1.46 million, but many aren’t saving enough. Let’s take the guesswork out of your future by creating a clear retirement savings plan just for you. https://www.northwesternmutual.com/life-and-money/what-do-americans-think-theyll-need-for-retirement/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-retirement_field&utm_term=americans-think&agentid=017226

Life insurance isn’t one-size-fits-all. Let’s talk about how your income, debt and family goals impact your coverage nee...

04/13/2026

Life insurance isn’t one-size-fits-all. Let’s talk about how your income, debt and family goals impact your coverage needs. https://www.northwesternmutual.com/life-and-money/how-much-life-insurance-do-i-need/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_life-insurance_field&utm_term=how-much-life&agentid=017226

Many people rely on life insurance through work, but it’s often not enough. We can help you review your coverage and bui...

04/06/2026

Many people rely on life insurance through work, but it’s often not enough. We can help you review your coverage and build a strategy that protects what matters most. https://www.northwesternmutual.com/life-and-money/is-life-insurance-through-work-enough-northwestern-mutual?utm_source=facebook&utm_medium=organic_social&utm_campaign=gtm-ge_life-events_25-phase3&utm_content=lm_life-insurance_field&utm_term=insurance-through-work&agentid=017226

Don’t let tax season surprises derail your financial plan. Learn what you need to know about living and working in diffe...

03/30/2026

Don’t let tax season surprises derail your financial plan. Learn what you need to know about living and working in different states. https://www.northwesternmutual.com/life-and-money/how-to-do-taxes-if-you-live-and-work-in-2-different-states/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-taxes_field&utm_term=different-states&agentid=017226

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15851 Dallas Pkwy Ste 1230
Addison, TX
75001

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https://roundtable.nm.com/?welcome=true%2F

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Financial Consultant