Wealth Perspective
The definition of wealth is personal. We serve a select group of clients who value advice across the different stages of their lives.
Where are you in your journey?
Wealth Building
- Cash flow management & proactive tax planning strategies
- Helping physicians manage debt and wealth accumulation
- Asset protection strategies for professionals at high risk
- Helping small business owners balance business and personal planning needs and goals
- Evaluating employee benefit options and executive compensation plans
Transition
- Moving into or through retirement
- Planning for children’s education needs
- Handling the loss of a loved one
- Developing options for a favorable divorce
- Planning to exit a business
- Navigating career changes and job transitions
Wealth Management
- Creating retirement income streams
- Designing legacy & estate plans
- Business Succession Plans
- Integrating advice from multiple professionals
- Coordinating Social Security and Medicare benefits with personal assets and income
Where We Serve
Our eclectic group of clients spans the nation. As life takes you to new places, our relationship is not limited by geography.
OFFICES: Richardson, TX | Walnut Creek, CA
