Planning
to ensure you are on
the right path.
Planning
A custom wealth management plan tailored to your unique financial goals, powered by best-in-class financial planning software and decades of advisory experience.
As CFP® professionals, we adhere to the rigorous financial planning process set by the CFP Board of Standards. Our retirement investment strategy focuses on two controllable, high-impact drivers of long-term growth: FEES and TAXES.
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We don’t just talk about personal service—we deliver it. Whether you're in Austin, San Antonio, Houston, or Dallas, we’re happy to meet with you in person—even if that means flying out to see you.
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See our Investment Methodology for Retirement Portfolios for more information.
Planning
With an in-house CPA and trusted relationships with estate planning attorneys, our estate plans are structured to maximize the value passed to your heirs. Our coordinated approach simplifies the complex and helps protect what you've built—for generations to come.
Our flexible estate planning can serve moderate to complex estate plans, depending on your situation. Our technology platform allows for visual flowcharts for every plan, probatable vs. non-probatable asset breakdowns, an Ownership Balance Sheet, and helps you understand the impact of estate taxes so we can plan to minimize.
We can assist in the creation of simple documents in-house and our trusted relationships with Estate Planning Attorneys in Austin, San Antonio, Houston, and Dallas will help with more complex situations.
We create a variety of other plans for your specific needs. From education planning to insurance planning, we will create a tailored plan for your situation.
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We maintain a list of the total cost of education for all major universities in Texas and forecast future costs for the time your child will attend college.
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Our planning ensures you are getting adequate coverage for your needs at an effective cost. We will provide unique insights for even the mouse complex life insurance needs.