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Phone: 855.976.6439
Email: [email protected]

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129 Ginger Lane
Hickory Creek, TX 75065

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Copyright © 2025 Xponify Financial, LLC. All rights reserved. Information contained herein is accurate as of 5/5/2025. It is subject to legislative changes and is not intended to be legal or tax advice. Consult a qualified tax advisor regarding specific circumstances. Registered representative offering securities and advisory services through Xponify Inc. state registered investment advisor. Xponify Inc. is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Xponify Inc. nor any of its representatives may give official tax or legal advice. All investing involves risks, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Wheeler Pulliam, PhD, CFP®, MBA, MHR 129 Ginger Ln, Hickory Creek, TX 75065 PH: 214.842.9845 www.xponify.com

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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