Estate & Personal Financial Planning

Secure Your Legacy with Comprehensive Estate & Financial Planning

Your Future, Your Plan – Your Peace of Mind

Estate Planning, Wills & Trusts for Lasting Security in Texas

Estate Planning & Legacy Assessment

Begin your journey by laying a solid legal foundation for your legacy. Our estate planning service conducts an in-depth review of your existing plans, ensuring that your wealth is optimally protected for future generations.

Here’s what our assessment includes:

1. Comprehensive Evaluation:
   A deep dive into your estate documents to ensure that your will, key Trusts, and asset protection strategies are current and effective.
2. Critical Questions to Consider:
1. Do you have a will?
2. Are your assets above the combined gift and estate tax lifetime exemption of $13.99 million per individual?
3. When was the last time you reviewed your estate plan or had a risk audit?
3. Understanding Your Needs:
   Unsure about what you need? Our detailed assessment is the first step in planning your legacy reveals any gaps and provides clarity on the necessary modifications to protect your wealth.
4. Special Offer:
   Ask us how to get 50% off your total estate planning service cost to jump-start your legacy‑planning journey!

360° Financial Planning and Integrated Wealth Management

With your estate plan as the cornerstone of your legacy, we align and optimize your personal and business finances to ensure long-term wealth and success.

1. Personal & Business Financial Roadmap:
   Navigate all aspects of your financial life—from saving for retirement and managing debt to optimizing investments—with a comprehensive strategy that connects every piece of the puzzle.
2. Advanced Tools & Strategies:
   Using industry-leading financial planning software (eMoney) a Monte Carlo simulation, where we set clear, meaningful goals with specific timelines. Our approach incorporates a diversified investment philosophy, partnering with top-tier fund managers—from ETFs to closed-end municipal funds—to craft a balanced portfolio.
3. Tailored, Evolving Solutions:
   Our client-centric process includes regular audits and rebalancing, ensuring that as your financial goals evolve, your strategy adapts. We bring in subject-matter experts across financial disciplines to maintain a holistic, flexible plan just for you.