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TOP 30 Strategies for estate planning in Texas
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Shoreline Consignment & Estate Sales
Shoreline Consignment & Estate Sales is a unique institution located at 5504 Padre Boulevard in South Padre Island, Texas. This establishment offers a variety of services including finance, furniture store, home goods store, and more. Customers can browse through a wide selection of high-quality items, consign their own items, or find great deals on estate sales. With a convenient location and a reputation for excellent customer service, Shoreline Consignment & Estate Sales is a must-visit destination for anyone looking to buy or sell furniture and home goods in the South Padre Island area.
Chana Massey, Associate Broker, Massey Krueger Real Estate
Chana Massey, Associate Broker, Massey Krueger Real Estate is a leading real estate agency located at 302 East Shoemaker Street, Decatur, Texas, United States. Our clients consistently vote us as the #1 brokerage in the North Texas and DFW area, and refer their family and friends to us for all their real estate needs. Specializing in Residential Homes, Lake Homes, Luxury Homes, Relocations, Vacant Lots, Investment Properties, and Rural/Farm and Ranch properties, we serve the Dallas/Fort Worth Metroplex and counties such as Tarrant, Wise, Parker, Denton, Dallas, Montague, Johnson, Hood, Collin, and beyond. Chana Massey and Robin Krueger founded Massey Krueger Real Estate Services in 2016 with a commitment to excellence and building relationships with our clients. Our team of dedicated agents brings vast skills and knowledge to assist you with your next real estate transaction. We believe that buying and selling real estate is personal, and we value the relationships we develop with all of our clients.
Bison Wealth Strategies
Bison Wealth Strategies is a comprehensive finance, health, and insurance agency located at 1319 4th Avenue in Canyon, Texas, United States. Our team of dedicated professionals is committed to helping individuals and families achieve their financial goals and protect their assets. We offer a range of services including investment planning, retirement planning, insurance coverage, and health benefits. With our expertise and personalized approach, we strive to provide our clients with peace of mind and financial security. Visit Bison Wealth Strategies today to start planning for a brighter future.
Plans for Life
Plans for Life is a reputable insurance agency located at 806 Ange Street in El Paso, Texas. With a focus on providing individuals and families with the best insurance coverage options for their needs, Plans for Life is committed to helping clients secure their future and protect their loved ones. Whether you're looking for life insurance, health insurance, or retirement planning services, our experienced agents are here to guide you every step of the way. Trust Plans for Life to help you plan for a secure and prosperous future.
All Estate Sales & Auction Company
All Estate Sales & Auction Company is a premier institution located in Austin, Texas, offering a wide range of services including onsite and online estate sales, auctions, consignments, appraisals, and business liquidations. With over 35 years of experience, we are the original Estate Sale and Auction company in Austin, Texas. Our team specializes in selling a variety of items such as luxury estates, designer goods, fine art, antiques, jewelry, memorabilia, automobiles, musical instruments, and more. We take care of every aspect of the sale process, ensuring that our clients receive the highest return for their belongings. Our reputation for reliability, attention to detail, and superior customer satisfaction sets us apart from other estate sale companies. Whether you are looking to liquidate an entire estate or sell a single item, we are here to help.
Robbins Estate Law
Robbins Estate Law is a trusted institution located at 13625 Ronald Reagan Boulevard in Cedar Park, Texas, providing expert Estate Planning and Probate services. With a second office near Brushy Creek Lake Park, our team is dedicated to assisting clients across the entire state of Texas. Our accessible office offers free parking directly outside, making it convenient for our clients to seek our assistance with no stairs or elevators required. Our experienced team of attorneys specializes in creating comprehensive estate plans to safeguard your assets, including wills, trusts, and powers of attorney. We also offer guidance through the probate and estate administration processes, whether supervised, unsupervised, or in cases of estate litigation. If you suspect a will is invalid, we can help you contest it and ensure your loved ones with special needs are provided for through our Special Needs Estate Planning services.
Marx Law Firm - Estate Planning Attorney
Marx Law Firm - Estate Planning Attorney is a trusted legal institution located at 6136 Frisco Square Boulevard in Frisco, Texas. Specializing in estate planning, we tailor plans to meet the unique needs of each family, ensuring a secure future for your loved ones. Our team also assists small to medium sized businesses in navigating potential legal claims and liabilities, providing strategic advice before and after lawsuits. Committed to providing stellar representation and personalized attention, we take pride in counseling our clients and offering tailored solutions for each case. Whether you need assistance with business growth, change, or overcoming challenges, our experienced attorneys offer creative strategies, straightforward advice, and a responsive approach.
LBK Wealth Strategies
LBK Wealth Strategies is a premier financial institution located in Lubbock, Texas, United States. Our team of experienced professionals is dedicated to providing personalized wealth management and financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help. Visit us at 5017 122nd Street to learn more about how LBK Wealth Strategies can help you secure your financial future.
Trilogy Financial Planning
Trilogy Financial Planning is a leading finance institution located at 6090 Surety Drive in El Paso, Texas. With a team of experienced financial advisors, Trilogy specializes in providing comprehensive financial planning services to help clients achieve their financial goals and secure their future. Whether you are planning for retirement, saving for education, or investing for the future, Trilogy Financial Planning is dedicated to providing personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards financial success.
Capital Advisors Real Estate Group
Capital Advisors Real Estate Group is a leading real estate agency located at 1300 North 10th Street in McAllen, Texas. With a team of experienced advisors, we provide expert guidance and personalized services to help our clients with all their real estate needs. Whether you are buying, selling, or investing in properties, our dedicated team is here to assist you every step of the way. Trust Capital Advisors Real Estate Group to help you navigate the complex world of real estate with confidence and success.
Infinity Investment Strategies
Infinity Investment Strategies is a finance institution located at 235 Northeast Loop 820 in Hurst, Texas, United States. We are dedicated to educating and implementing the Infinite Banking Concept for real estate investors and business owners. As America’s leading independent Authorized Infinite Banking Practitioners, we partner with Fortune 500 companies to provide customized services tailored to individual needs. Our goal is to help clients achieve financial growth and generational wealth by using strategies employed by the wealthy. We focus on enhancing returns, creating efficiencies, protecting assets, and lowering tax burdens. Our financial plans are based on strategy, not speculation, and we offer clear direction to help clients reach their goals. Whether you are a sole proprietor, manage a business, self-employed, or a real estate investor, we can help you determine the best financial vehicle for your needs. We also offer complimentary services to help analyze potential real estate deals and calculate profitability. Additionally, we specialize in creating lifetime income streams, developing exit strategies for business owners, and establishing plans for generational wealth. Our team is dedicated to educating and listening to our clients' needs, and we have formed strong partnerships and friendships with many of them. Learn how Infinite Banking can be the key to lasting wealth and financial security with Infinity Investment Strategies.
Advanced Planning Inc
Advanced Planning Inc is a leading finance and insurance agency located at 566 Kimball Avenue in Southlake, Texas. With a team of experienced professionals, we provide comprehensive financial planning services and insurance solutions tailored to meet our clients' individual needs. Whether you are looking to secure your financial future, protect your assets, or plan for retirement, our experts are here to help you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.
Cornerstone Wealth Strategies
Cornerstone Wealth Strategies is a premier financial institution located at 2273 East Continental Boulevard in Southlake, Texas. As a leading provider of wealth management services, we specialize in helping individuals and families create and preserve their financial legacies. Our team of experienced financial advisors works closely with clients to develop personalized strategies that align with their unique goals and objectives. Whether you are planning for retirement, investing for the future, or seeking guidance on estate planning, our dedicated professionals are here to help you navigate the complexities of the financial world. Trust Cornerstone Wealth Strategies to be your partner in achieving financial success and security.
Fulcrum Wealth Planning
Fulcrum Wealth Planning is a leading finance institution located at 129 South Main Street in Grapevine, Texas, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth planning strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Fulcrum Wealth Planning is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
Quantum Financial Strategies
e-based consulting service called the Quantum Advantage. This service is designed to provide clients with personalized financial advice and guidance to help them achieve their long-term financial goals. The Quantum Advantage service includes a comprehensive financial analysis, investment planning, retirement planning, estate planning, and risk management. Our team of experienced advisors will work closely with clients to develop a customized financial strategy that aligns with their specific needs and objectives. With the Quantum Advantage service, clients can feel confident knowing that they have a dedicated team of professionals supporting them every step of the way on their financial journey. Contact us today to learn more about how the Quantum Advantage service can help you take control of your financial future.
Benold Financial Planning
Benold Financial Planning is a leading institution located at 130 North Preston Road in Prosper, Texas, United States. Specializing in financial planning for physicians and healthcare professionals, our services include cash flow analysis, retirement planning, investment planning, insurance needs analysis, college education planning, small business planning, and estate plan analysis. With a focus on helping our clients achieve their financial goals, we provide personalized and comprehensive strategies to secure their financial future.
Capital Strategies of MassMutual
Capital Strategies of MassMutual is a finance institution located at 2915 West Bitters Road, San Antonio, Texas, United States. We offer a wide range of financial services including retirement planning, investments, estate planning, insurance protection, business planning, taxes, and lifestyle planning. Our team of professionals collaborate to provide comprehensive and personalized solutions for our clients. With over 100 financial professionals covering Central, South, and West Texas and New Mexico, we are dedicated to helping individuals and businesses achieve their financial goals. At Capital Strategies, we focus on building long-term relationships with our clients and creating a positive work environment for our team. Contact us at 512-346-6020 or 210-342-4141 for more information on our services. Securities and investment advisory services are offered through MML Investors Services, LLC, Member SIPC.
Capital Strategies
Capital Strategies is a finance and insurance agency located at 10101 Reunion Place, San Antonio, Texas, United States. We offer a wide range of services to help you achieve your financial goals, including retirement planning, investments, estate planning, insurance protection, business planning, taxes, and lifestyle management. Our team of over 100 financial professionals covers Central, South and West Texas and New Mexico, with main offices in 4 cities and detached offices throughout our network. At Capital Strategies, we believe in a holistic approach to financial well-being, viewing your finances as interconnected entities. Our professionals collaborate in teams to provide multiple perspectives and innovative solutions for our clients. We focus on Practice Optimization, Teaming, and Culture to help financial professionals build successful practices.
Right Decision Financial Planning
Right Decision Financial Planning, located at 7043 Terrece Ridge in Katy, Texas, has been providing independent fiduciary investment services since 2002. As a Registered Investment Adviser (RIA), we are held to the highest standard of client care, always putting our client's interests first and fully disclosing any potential conflicts of interest. Unlike traditional advisors, we do not directly hold customer funds or securities, instead, the client's assets are held at their chosen custodian for safekeeping. Our services include investment advisory and financial planning, with a focus on structuring prudent fiduciary processes around planning and investment management. We monitor our clients' progress on an ongoing basis and meet with them at least annually to discuss their financial goals. We work with most major custodians, offering our clients the flexibility to choose the custodian that best suits their needs.
Baker Wealth Strategies
Baker Wealth Strategies is a finance institution located at 13100 Wortham Center Drive in Houston, Texas, United States. Specializing in business ownership, individual and family wealth management, we view each client's financial situation as a unique puzzle to solve. Our mission is to educate, encourage, and engage our clients in their financial journey, instilling confidence and conviction along the way. With a team dedicated to building lasting and trusted relationships, we offer personalized guidance and advice to help clients navigate tax planning, financial growth, business succession, retirement, and estate planning. Our holistic approach ensures that each client's wealth strategy is tailored to their unique circumstances, whether they are business owners, entrepreneurs, or individuals with special needs or blended families.
Insight Wealth Strategies
Insight Wealth Strategies is a leading accounting and finance institution located at 1800 West Loop South in Houston, Texas. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their wealth management goals. With a focus on insight-driven strategies, we offer a range of services including financial planning, investment management, and retirement planning. Whether you are an individual looking to grow your wealth or a business seeking financial guidance, Insight Wealth Strategies is here to help you navigate the complexities of the financial world. Visit us today to learn more about how we can help you secure your financial future.
Real Estate CPA Firm
Real Estate CPA Firm, located at 118 Vintage Park Boulevard in Houston, Texas, offers tax planning and advisory services for real estate professionals, investors, agents, and business owners. With a focus on helping real estate businesses reach their goals and maximize profits, the firm, led by Keisha L. Rondeno, CPA, provides expertise in tax planning, tax preparation, and business advisory specific to the real estate industry. By partnering with this CPA firm, clients can expect efficient reporting to manage expenses, reduce tax obligations, and ultimately keep more of their profits. Clients praise Keisha's patience and commitment to helping them understand the intricacies of their tax situations. Whether filing LLC taxes or seeking advice on rental properties, the firm provides fast, friendly service and clear explanations.
WISE Financial Planning
WISE Financial Planning is a leading finance institution located at 3903 Bellaire Boulevard in Houston, Texas. Our team of experienced financial planners are dedicated to providing personalized and comprehensive financial services to help our clients achieve their goals. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, we are here to guide you every step of the way. At WISE Financial Planning, we believe in empowering our clients to make wise financial decisions that will secure their financial future. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
Calderwood Financial Strategies, Inc.
Calderwood Financial Strategies, Inc. is a finance institution located at 510 Bering Drive in Houston, Texas. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are planning for retirement, managing investments, or looking to grow your wealth, our team is here to provide comprehensive financial solutions tailored to your unique needs. Trust Calderwood Financial Strategies, Inc. to guide you towards a secure financial future.
Gessner Wealth Strategies, LLC
Gessner Wealth Strategies, LLC is a finance institution located at 1717 Saint James Place in Houston, Texas, United States. Committed to helping you and your family make smart decisions about your wealth in a way that feels right for you, we prioritize understanding your money and your life. We believe in transparency, with no hidden fees, and always putting your goals first. As fiduciaries, we hold ourselves to the highest ethical standards to ensure your money serves you, not us. Our services include helping you visualize the next chapter of your life, understanding your needs, communication, building trust, and analyzing your full financial picture to tie your money to your life goals. We offer helpful guides and workshops to arm you with the knowledge you need for financial well-being, including tips for retirement planning and tax protection.
Mid-America Estate & Insurance Services, LLC
Mid-America Estate & Insurance Services, LLC is a finance institution located in The Woodlands, Texas. We specialize in providing insurance and estate planning strategies to help you achieve your retirement goals. By scheduling a meeting with us, we can work together to determine your ideal retirement plan based on your current financial situation. Our team will create a custom strategy tailored to your unique needs, ensuring you are on track to reach your retirement goals. Download our informative guide to learn more about important retirement-related questions and where to turn for financial guidance. Attend one of our seminars to gain valuable insights on retirement income strategies and legacy planning. Fill out the form on our website to schedule a one-on-one meeting with us, where we will get to know you and your retirement aspirations. Visit us at 3 Grogans Park Drive, Suite 202 in The Woodlands to begin your journey towards a secure and fulfilling retirement.
Aviation Retirement Strategies
Aviation Retirement Strategies is a finance institution located at 17725 John F Kennedy Boulevard in Houston, Texas, United States. Specializing in 401(K) Management, Distribution Strategies, and Private Wealth Management, we are conveniently located at the IAH airport at Atlantic Aviation. Our team offers complimentary Retirement Plan evaluations to help pilots and their families create customized wealth plans tailored to their individual needs and goals. With virtually no limits on investment platforms, we work with clients to develop strategies for both short and long-term financial success. Our comprehensive four-step approach includes determining a customized financial strategy, recommending investment strategies, building a portfolio, and reviewing and managing investments regularly. We also assist in estate planning and address concerns about healthcare costs in retirement. Our goal is to help fellow pilots navigate the complexities of retirement planning in today's challenging times. Securities are offered through LPL Financial and investment advice is provided through Symphony Financial, Ltd. Co. We are dedicated to helping our clients achieve their financial goals and secure their future. Contact us today to schedule a consultation.
New Heights Planning
New Heights Planning is a premier financial institution located in the vibrant city of Houston, Texas. Situated at 540 Heights Boulevard, our experienced team of financial experts is dedicated to helping clients reach new heights of success through strategic financial planning. Whether you are looking to invest for the future, plan for retirement, or secure your financial legacy, our personalized approach and comprehensive services are designed to meet your unique needs. Trust New Heights Planning to guide you towards a secure and prosperous financial future.
Timothy Fleming, MBA - Endurance Financial Planning, LLC
Timothy Fleming, MBA - Endurance Financial Planning, LLC is a finance institution located at 1525 Lakeville Drive in Texas, United States. Specializing in providing expert financial planning services, Timothy Fleming and his team offer personalized solutions to help clients achieve their financial goals and secure their financial future. With a focus on endurance and long-term success, this institution is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.
Asset Exchange Strategies
Asset Exchange Strategies is a finance and real estate agency located at 13785 Research Boulevard in Austin, Texas, United States. As National Advisors for Self-Directed Wealth Building, we specialize in Self-Directed IRA Plans. Our team of financial professionals are experts in utilizing retirement plans to invest in non-traditional assets such as real estate. With a focus on Real Estate IRA investing, we offer alternative investment options for retirement plans including Self-Directed IRA, Real Estate Roth IRA, precious metals IRA, SEPs, Simple IRAs, and 401(k) plans. Since our establishment in 2000, we have witnessed significant growth and acceptance of self-directed IRA and real estate IRA investments.
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