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    • Why Box Financial?
    • Our Philosophy
    • Meet The Team
  • Services Provided
    • Financial Life Planning
    • Investment Counsel
    • Asset Management
    • Alternative Investments
    • How Can We Help You Retire?
    • Employee Financial Wellness Program
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  • financial-advisor-grapevine-tx-future-planning

    Financial Life Planning

    Life is about decisions and each decision shapes our destiny. How will the financial choices you make today impact your future and don’t you want your advisor to be aligned with your best long term plan? Read More >
  • financial-advisor-grapevine-southlakep-tx-investment-consel

    Investment Counsel

    In order to try and get any return each investor is forced to take risk but how do you know if your current investments are right for your tolerance level of risk. We offer a complimentary portfolio review, to get started please take five minutes to complete our risk assessment. Read More >
  • financial-advisor-grapevine-tx-stocks-and-bonds

    Invest Beyond Stocks & Bonds

    There are other asset classes for investors to utilize outside of the stock and bond market. Find out how to use them correctly to lower your risk and truly diversify. Read More >

WHY BOX?

THE TEAM

BOX INSURANCE

WHY BOX?

THE TEAM

BOX INSURANCE

Complimentary Review


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HELPFUL TIPS

Complimentary Portfolio Risk Assessment

Endowment Model Investing

Financial Life Planning

Retirement Planning Article

Wealth Planning

Our desire at Box Financial Advisors is to help you focus on what really matters in life: your plans, goals, and dreams. We recognize the truth that money… Read More

Asset Management

Box Financial can partner with you to manage all or a portion of your portfolio, so that you can achieve every one of your investing goals. Read More

Alternative Investing

Our definition of Alternative Investing is “any direct investment in an asset, business, or private placement that is not publically traded. Read More

MEET THE TEAM

Clint Snead, CFA
Logan Bennett
Alan Thornton, Jr.
Kathleen Northern
Dustin Parker, MAcc

FIND US

Box Financial | 1200 S Main St, Grapevine, TX 76051

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  • Home
  • About
    • Why Box Financial?
    • Our Philosophy
    • Meet The Team
  • Services Provided
    • Financial Life Planning
    • Investment Counsel
    • Asset Management
    • Alternative Investments
    • How Can We Help You Retire?
    • Employee Financial Wellness Program
  • Blog
  • Contact Us
  • Client Login

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