Xponify Financial

Xponify Financial is an independent firm that helps people plan for retirement, drawing on a range of insurance and investment products rather than one provider. Managing partner Wheeler Pulliam, a Certified Financial Planner with over 25 years of experience, focuses on tax-efficient retirement income, wealth protection and exit planning for business owners and professionals aged 54 to 73. Services include annuities, IRA and 401(k) rollovers, investment planning and legacy planning.

New clients begin with a first meeting, which can be requested online or by phone. The firm hosts events through the year for people who want to learn more about its work, and it offers a free retirement planning guide to download. The office is in Dallas, and Wheeler lives in Hickory Creek.