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Lance Alston, CFP®

New Dimensions Wealth Management, LLC

825 Market St
Bldg M Ste 250
Allen, TX 75013
Phone: (972) 996-4767
Fax: (214) 540-5165

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Retirement

 

Foreign Languages
  • English

 

About My Practice

At New Dimensions we believe money is only one of the many dimensions of wealth

Lance Alston is president of New Dimensions Wealth Management, LLC, a fee-only financial planning firm serving the far North Dallas communities of Plano, Allen & McKinney.  New Dimensions specializes in providing retirement planning solutions that are uncomplicated, reasonably priced and effective.

Lance has been providing financial planning advice to families and institutions for more than a decade and has been interviewed extensively on financial planning topics by national and local media including NPR, The Wall Street Journal, The New York Times, Kiplinger’s, Consumer Reports, The Dallas Morning News, Chicago Tribune, Baltimore Sun and The Journal of Financial Planning.

 

Experience

Education:

M.A., Economics, George Mason University

B.B.A., The University of Texas at Austin

Experience:

2009 - Present: President, New Dimensions Wealth Management, LLC

2002-2008: Partner, JWA Financial Group, Inc.

1998-2002: Financial Planner, Carter Financial Management


Designations / Affiliations / Awards:

Journal of Financial Planning Advisory Board 2009-2012

D Magazine - Best Financial Planners in Dallas (2004, 2006, 2008, 2010, 2012)

Financial Planning Association, DFW, Board of Directors 2003-2004

 

Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
None/NA

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.