We are a flat fee financial planning & asset management firm focusing on high-net-worth employees, executives, and retirees. We are located in Dallas, Texas, but work with clients across the United States.
We specialize in dealing with the financial issues important to these individuals & their families — tax-efficient retirement income strategies, concentrated positions in employer stock, equity compensation & deferred comp, directly-held real estate investments, integrated tax planning, charitable giving, and intergenerational wealth transfer.
Our firm’s guiding principles are based on low costs, passive investments, tax management, and transparency with clients — underscored by our flat annual retainer fee structure. We believe that advanced financial planning & comprehensive advice should precede asset management.
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1) Keep investment costs low
Building portfolios with low-cost index funds helps to improve the success rate of client retirement plans
2) Own tax-efficient investments
It’s not what you make, it’s what you keep - we intentionally own investments with ultra-low turnover (buying & selling)
3) Own broadly diversified asset classes
Portfolios are designed to own investments with low and/or negative correlation to each other, providing proper diversification
While 1% might sound small, it could cost you hundreds of thousands – or even millions – of dollars over time. These fees don’t just add up – they multiply, erasing years of potential growth. Stop letting compounding fees erode your wealth – take control with a flat fee approach.
Watch the Video →Whether you’re gearing up for retirement or already living it, we’ll help ensure your wealth works as hard for you as you did to build it. We specialize in guiding high-net-worth individuals through the complexities of taxes, investments, and retirement income, helping you keep more of what you’ve earned. We create tailored plans that adapt as your life evolves.
Read the Case Studies
While each person's situation is unique, certain commonalities exist among soon-to-be retirees and the decisions that lie ahead. This whitepaper identifies a few shared attributes and provides some essential planning thoughts for developing an investment plan for retirement.
Work with a CERTIFIED FINANCIAL PLANNER® professional to make better, more confident, financial decisions:
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