Welcome

       We are a professional advisory team with education, training and experience who can assist businesses, families and individuals to become excellent stewards of their business and personal resources.  Consider us your “financial advocates”. 

Through a six-phase process we evaluate your current financial condition (business and personal), identify the gaps that exist and determine priorities for focus.  The result is a written, strategic plan with recommendations and step-by-step guidance for implementation. We help to assure your plan incorporates simplified, cost-effective and tax-efficient measures to protect your assets and maximize your resources.

Areas of Interest include:             

And Growth.  We have unique experience in working with privately-owned businesses and professional practices through all phases of growth, maturity and eventual sale or transfer among partners or family members.  Our approach strives to maximize the owners’ and partners’ personal benefits and wealth-building opportunities, offers strategies for retaining key personnel and optimizes tax advantages for the business entity.  Business valuation/appraisal services are also offered.  

Financial analysis of the outcome of the possible settlement proposals is complex and requires substantial experience. When legal expertise is not matched with clear financial projections, a seemingly "equal" division of property and income can leave one spouse or the other destitute within a few years. Click here for more information.

Employer-Sponsor retirement plan is an ideal tool for recruiting and retaining quality people.  We offer solutions toward optimal plan designs, maximized plan benefits and guidance in the protection against fiduciary liability.  There is a plan for every size of business and non-profit organizations including:  401(k), 403b, SIMPLE IRA, defined benefit, profit sharing, Roth 401(k), Solo 401(k), SEP-IRA.

Protecting estates from depletion due to death taxes and preserving wealth for future generations are goals for many families.   Our expertise includes tax reduction and tax avoidance strategies, the uses of trusts and charitable techniques, asset protection methods and family business transfer strategies.  Legacy plans strive to decrease the complexity and expense of wealth management while increasing the benefits to the family.  

Modern portfolio theory is applied to help our clients optimize their investment portfolios to enhance wealth accumulation and retirement income goals, minimize income taxes and address priorities for capital management with an Investment Policy Statement that coordinates with clients’ financial plans. 

A program of insurance is fundamental to achieve a sound financial condition, to complete estate conservation plans, to fulfill business objectives and to build tax-efficient assets.  We provide comprehensive policy analysis and plan design to coordinate with personal and business plans.  Disability income and long term care included.  

Mailing Address: 3008 Dawn Drive Suite 106, Georgetown, Texas 78628
tel:  512.869.8379                  fax:  888.251.5320

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc, Member FINRA, SIPC, and Registered Investment Advisor, PO Box 64284, St. Paul, MN 55164 (800)-800-2000.  Woodbury Financial Services, Inc. and WrightAdvisors.com are not affiliated entities.

Licensed to provide Securities products in the states of Texas, Montana and Nevada only. 
Licensed to provide Insurance products in the states of Texas, Nevada and Oregon only.
 

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