Our Services

Asset Protection

Have you protected yourself against catastrophic loss due to liability issues, property losses, disability, and long-term care? Do you have an adequate amount of life insurance and is it the appropriate type? Are your business interests adequately covered?

Income Management

Did you use all reasonable means to reduce your taxes? Did you utilize the benefit that incentive stock options provide? Did you spend according to plan? Have you prepared a four/five-year cash forecast and identified expected sources and uses? Was your tax return prepared utilizing all eligible deductions and tax credits?

Debt Management

Is your debt tax efficient? Do you have access to as much debt as reasonably possible and at the best available rates and terms?

Investment Planning

Is your asset allocation appropriate? Is your portfolio tax-efficient? How did your actual rate of return compare with the expected rate? How did your investments perform relative to their benchmark? Did you rebalance according to your investment plan?

Estate Planning

Does your will match your transfer wishes? Are your assets titled correctly and have you set up appropriate beneficiary designations? Have you established and funded all necessary trusts and maintained the required documentation? Do you need and have necessary legal planning documents such as a “Last Will and Testament”, “Power of Attorney”, “Health Care Directive/Directive to Physicians”, “Medical Power of Attorney”,“Medical Release and Authority/HIPAA” or "Designation of Agent for Remains?"

Client Wealth Management Goals

Estate Planning
Trust Services*
Legal Counsel Referrals**
Mortgage ServicesReferrals
Investmenet Management
Cash Flow Management
Retirement Planning
Qualified Plans (IRA, 401(K), ETC.)
Risk Management Planning (Insurance)
Business Planning (Development / Continuity and Succession)
Tax Planning and Accounting Services Referrals
*Trust Services are offered through The Private Trust Company, N.A. and Affiliate of LPL Financial.
**Referral entities and their services are not affiliated with LPL Financial.

Enhance your quality of life by achieving financial confidence.

Securities and advisory services offered through LPL Financial, a registered
investment advisor. Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only
discuss and/or transact securities business with residents of the following states: AK, AR, CA, CO, DC, FL, GA, IL, IN, KS, LA, MA, MS, MT, NC, NH, NM, OH, OK, OR, PA, SC, TX, WA.

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Contact

281-360-0445 / Phone

877-360-0445 / Toll Free

832-262-4555 / Fax

Contact Us / Email

Address

3427 Rivers Edge Trail Kingwood, TX 77339

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