Phone: (806) 355-4474 Location: 7010 SW. 45th Ave. Bld. 1 Ste. 3 Amarillo, TX 79109
Financial Services
Client Service & Communication
- Establish your financial goals and chart a timeline for accomplishments
- Financial document organizing using a customized organizer for all financial documents
- Economic Updates during the year
- Semi-annual research and special reports on various wealth management topics
- Invitation to intimate events, including client appreciation events
Investment Services
- Regular investment review meetings to ensure you are on track to meet your goals
- Design and maintenance of personalized investment solutions and a portfolio appropriate for your unique situation and goals
- Recommendations regarding allocation and positioning of funds in retirement plans such as 401(k)s
- Ongoing due diligence and monitoring of investments
- Access to a large network of third-party professional investment managers to comprehensively support your needs
Tax Planning
- Comprehensive review of your tax return to identify potential opportunities for tax reduction strategies
- Quarterly review of your tax situation and planning to incorporate any new tax law changes
- Free consultation with your tax preparer
Retirement Planning
- Analysis of your current and future income needs to drive investment decision making
- Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
- Recommendations regarding the best distribution strategy for your employer retirement plans and IRAs
- Recommendations regarding appropriate strategy for Social Security payment options
Estate Planning
- Analysis of your current estate plan and concerns
- Free consultation with your estate planning attorney
- Assistance in transferring assets according to your chosen estate plan
- Providing assistance with the necessary and appropriate steps following the passing of a loved one
Specialty Planning
- Philanthropic solution through review and assessment of family goals and charitable values
- Complete risk and insurance evaluation including a comprehensive review of existing insurance coverage
- Executive Compensation review of stock options, grants, restricted units, deferred compensation, and concentrated equity positions to determine tax and cash flow implications
- Small business operational advice to include tax planning, business purchase review and valuation