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Our Services

As retirement planning experts, we have built a well of experience helping clients in East Texas and around the state navigate challenging retirement issues. Through our dedicated network of attorneys, accountants, and other experts, we can offer additional services that are fully integrated with your overall financial picture.

We offer our clients:

  • Retirement Planning & Retirement Income Strategies: Prepare for a comfortable retirement by making the most of your retirement savings and running the numbers on how much you need to maintain your lifestyle. Create prudent investment strategies that prioritize income and the careful management of risk.
  • Tax Minimization Strategies: Don’t pay a penny more to the IRS than the law requires. Optimize your income and investment strategies to help reduce your current and future tax burden. Take advantage of our network of tax specialists.
  • Estate & Legacy Planning: Create a lasting legacy for your loved ones by formalizing your wishes and reducing exposure to estate taxes and probate costs. Allow us to work closely with your tax and legal advisors (or experts from our network) to help ensure your plans are integrated with your overall financial picture.
  • Asset Protection & Risk Management: Protect what matters most through sophisticated risk management techniques and insurance products. We will review your existing insurance policies and recommend policy changes when appropriate.
  • Conservative Investment Management: Protect and grow your wealth through fully customized investment strategies that are integrated with your goals, your attitude about risk, and today’s uncertain market environment.