Advanced Planning Services

Prepare for a Healthy Financial Future

We offer an array of financial planning services under our Advanced Planning Services option. Consider each:

Estates & Trusts

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can translate to smooth succession of ownership. Our role is to help you navigate through the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

Financial & Retirement Planning

Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.

Debt Management & Financing

Whether your needs are corporate or personal, our professionals can assist you in sorting out the different options available for debt management and financing that will result in optimal tax implications.

Client Center

- Individual Clients
- Business Clients
- Client Employee

- QuickBooks

Using Your Client Organizer
How to Review My 1040
Using File Exchange

Memberships

 

Dalhart Office: 806.244.2729 ph • 806.244.4766 fax
Dumas Office: 806.935.9112 ph • 806.935.5167 fax