Growth Planning Inc

Cumberland Trust & Investment is a trusted and experienced independent trust and estate administration company based in Dallas, TX. With a focus on providing expert guidance, proactive education, and hands-on services, they offer comprehensive trust administration, estate post-mortem trust administration, special needs trust administration, special asset administration, and distinctive care services. Their premier services support families and individuals during times of loss or change, providing guidance, education, peace of mind, respect, and understanding. They also work closely with professional advisors, such as financial advisors, estate planning attorneys, and accountants, to ensure seamless collaboration and exceptional client service. Since 2001, Cumberland Trust & Investment has been redefining trust estate administration, offering specialized expertise, care, and compassion. They understand the roles and responsibilities of a grantor, beneficiary, and trustee, and strive to balance the interests of current and remainder beneficiaries. With a dedicated team of trust officers and administrators, they provide personalized attention and ensure that clients receive the support they need. Cumberland Trust & Investment is committed to performing their fiduciary duty and taking care of their mutual clients, allowing professional advisors to focus on their expertise while relying on their independent trust and estate administration services.Generated from the website

BP Energy Partners is a growth-oriented private equity firm based in Dallas, TX, established in 2012 by Alex Szewczyk and Michael Watzky in collaboration with the late T. Boone Pickens. The firm specializes in investing in lower-middle market companies that provide essential services and products for infrastructure and energy-adjacent industries, focusing on practical decarbonization and sustainable solutions. With a commitment to affordability, security, and reliability, BP Energy Partners aims to deliver returns for its investors while contributing positively to the environment. The firm's portfolio encompasses companies offering innovative solutions in energy and energy-intensive sectors, reflecting its dedication to balancing sustainability and effective energy transition. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy