TAX AND ESTATE PLANNING SPECIALISTS

• Tax and estate planning are the cornerstone for families looking to pass wealth to the next generation. We serve as the quarterback for your team of professionals by working with your attorneys, accountants, etc. to create and facilitate a collaborative plan as a team.
• An inheritance, the sale of a business, or a windfall of any kind can be stressful for a family. That’s why we offer to serve your whole family through the planning and education we offer our clients and their family members.
• Charitable giving is a passion of ours and we partner with Communities Foundation of Texas to help our clients give to causes they are passionate about, while also giving in a tax-efficient manner.

Don’t have a team of professionals yet? We have trusted professionals (attorneys, CPAs, etc.) we have worked with for many years whom we can refer you to depending on your need.

FEE-BASED FIDUCIARY

• We offer objective advice in your best interest as a true fiduciary.
• We charge a 1% annual fee (which scales down to 0.6% on assets over $10M) on investment assets we manage.
• The annual fee is all-inclusive, so no nickel-and-diming or upselling you for additional services.

The annual fee includes financial planning services for retirement, estate, insurance, tax and education. At your request, we also attend meetings with your CPA and attorneys to make sure your plan is cohesive.

CONCIERGE SERVICE

• We meet with you at your office or home, over coffee or lunch, over Zoom, or at the HWM office in Frisco.
• We make housecalls. We pickup and drop off documents in-person from wherever you are (for clients in the DFW area).

Your life is busy and your time is valuable. That’s why we meet wherever is most convenient for you. We also use electronic signatures and online document submissions when possible.

Ready to meet? Call, email or click here to schedule a time to meet with us when it is most convenient for you.