Welcome to Mebane Financial Services, LLC, a professional financial services firm located in Mansfield, Texas. Since our establishment in 1993, we have been dedicated to providing robust financial advice and services to clients across the United States. Our firm was founded by Tim Mebane.

At the heart of our firm is a commitment to putting our clients' interests first. We believe in treating our clients as we ourselves would want to be treated in our business and professional dealings. This principle, often referred to as the Golden Rule that Jesus taught, guides our every action and decision.

Our mission at Mebane Financial Services, LLC is to help our clients pursue and maintain a lifetime financial income stream. We understand that financial stability is crucial for supporting the people and causes that are important to you. That's why we work closely with our clients to implement sound financial strategies based on risk management, diversification, appropriate investing, and spending. Our ultimate goal is to better positioned that our clients have the best possible chance of not outliving their money.

We are honored to serve our clients and are always ready to go the extra mile to seek their financial independence. You can work with Mebane Financial Services, LLC to guide you on your financial journey and help you work toward a prosperous future.

We have a comprehensive process in place to ensure we fully understand your financial situation, goals, and risk tolerance. Our process is designed to provide you with a tailored financial strategy that suits your unique needs and aspirations.

Step One: Understanding Your Financial Situation
Our first step is to get an understanding if we are a good fit to partner together in helping you pursue your financial goals. We ask all potential clients to complete a Client Information Sheet and Investor Profile Questionnaire online. This helps us gather crucial information about your financial status and investment experience.

Step Two: Discussing Your Goals
Once we receive your completed forms, we go over the information with you. We ask specific questions to ascertain your financial goals and time horizons within the framework of your risk tolerance.

Step Three: Analyzing Your Statements
We request that you send us your most recent end-of-year and quarterly statements. This allows us to analyze your current financial strategies and identify areas where we may be able to provide additional assistance.

Step Four: Providing Experienced Solutions
After thoroughly analyzing all your information, we will reach out to discuss potential strategy. Drawing on years of experience, we'll suggest strategies that are tailored to your specific needs and goals using sound principles of financial planning.

Step Five: Execution Of Strategies
If you're satisfied with the proposed strategy, we'll begin implementing our strategies with you either in person at our office or over the web.

Step Six: An Ongoing Partnership
Once you've chosen to work with us and we're listed as your financial advisor on your accounts, we want to hear from you with any updates on your financial circumstances. With your permission, we strive to collaborate with your tax preparer and estate planner to make sure you stay on the correct path of ongoing financial planning.

We don't believe in selling products, but rather in building relationships. Our aim is to become your valued advisor, helping you navigate your financial journey. The first step, however, starts with you. Reach out to us today and let's start this journey together.

Mebane Financial Services, LLC and LPL Financial are separate entities.