An Estate Planning, Probate, Financial, and Retirement Services Firm

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Who We Are

Exemplify Financial Services, LLC specializes in providing investment vehicles for high net worth accredited individuals who have an IRA, 401K rollover, or excess cash.  We offer fractional investments in life settlements and viaticals.  These investment vehicles, commonly offer double digit yearly returns, a rate higher than the standard market return and which returns are not dependent on the market.  This can lead to doubling our client’s investment, in five to seven years.

We also offer estate planning, wills and trusts.  We are in the business of helping people prepare for retirement and reaching those goals and financial security that they are looking for.

Having the services as a one stop shop is beneficial for our clients because there are very few companies that offer the whole retirement planning package.

Meet Paul Sartin

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Financial Advisor Dallas

Exemplify Financial Services, LLC is a Financial Advisor in Dallas with excellent and comprehensive services that can cater to your every need, allowing you to experience a great and stress-free retirement.

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We are an IRA Services Trust Company

An IRA stands for Individual Retirement Account. It is a kind of savings account that enables employees to save for their retirement and other financial goals. It also offers great tax benefits and advantages that facilitate easy and quick savings. Our team at Exemplify Financial is pleased to offer your services for IRA management.