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Financial & Investment Planning

To help small business owners and families plan for the future and protect their assets, many of our clients come to us when they need a Houston tax & bookkeeping firm that concentrates in the financial services industry. We truly understand your needs and are able to provide a wide variety of retirement savings and financial services for small businesses and individuals. We pride ourselves on providing financial services designed around your individual needs.

  • Setting up of profit sharing and 401(k) plan documents
  • Evaluations of qualified retirement plans
    (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
  • Mutual funds and annuities
  • Employee benefit plans
  • Health benefit plans
  • Estate tax planning
  • College savings
  • Mortgages
  • Trust planning and charitable gifting
  • Business exit strategies
  • Executive compensation plans
  • Key employee retention plans
  • Welfare benefit plans
  • Insurance and asset protection
  • Succession planning and business continuation
  • Buy/sell agreements

Call us today at 281-362-1444 to schedule a mutually convenient appointment.