Financial Services in Dallas
estate planning
Financial planning
Tax Planning
Tax-Loss Harvesting is a strategy our financial planners use to turn lost money from an investment into a profitable opportunity. Our tax planners use capital losses that inevitably occur to lower your tax bill. You don’t really make a profit or loss on any asset until you sell it. When the asset is sold, we can use that capital loss to offset your capital gains and income tax. The investment can then be replaced or harvested with a similar investment to maintain proper balance and diversification within your portfolio.
Tax relief is an essential piece of preserving your retirement plan. Tax laws can be confusing, and small mistakes lead to larger tax problems. Every year, millions of people overpay taxes without even knowing it, leading to a lower retirement income. Our financial planners offer retirement tax consulting that pays critical attention to tax responsibility during every step of your financial planning process to minimize hassles and maximize tax deductions.
There are several ways to develop a tax-efficient investment strategy to create more flexibility in managing your taxes now and when you’re ready to retire. Your money can be held in three different types of accounts, all of which are taxed differently. Our tax planning services include asset diversification across these three accounts to create the highest after-tax net retirement income.
Business owners face a unique set of challenges, regardless of company size. The goal is simple: provide a meaningful benefits package to attract and retain employees, as well as minimize personal tax burdens on your own income and retirement plans. We strive to address the unique goals and needs of each business owner through a wide range of services.
Doctor visits to stay healthy. You don’t know how to change the oil, so you take your car to the mechanic. Does your financial future not deserve the same care from a professional?
Personalized service
A cornerstone of financial planning is the recognition that each person’s financial and life situation is unique. Personalized service is essential when connecting customers with the right financial products and services, and you’ll get nothing less from us.
Independent and objective portfolio analysis
Asset Allocation Review
Long-term care cost-benefit analysis
Estate Tax Reduction and Review of Financial Legacy
People put off estate planning because they think they don’t have enough assets. Your estate is made up of everything you own. No matter how big or small, everyone has a heritage that needs to be protected.
Establish an estate plan
A properly designed and executed estate plan can ensure that your assets and wishes are carried out upon your departure. We can help you understand the legal and tax requirements of transferring wealth.
Education and Financing for Children and Grandchildren
Philanthropic goals
Family Business Succession Planning
Complexities of family relationships (i.e. second marriage, divorce)
