Financial Counseling Services in Georgetown, Texas

Formerly licensed in insurance and investments, we have had years of experience in financial counseling.  Although we no longer act as agents for insurance companies, nor as broker/agents in the selection of investments, we are still aware of what products are out there for your particular needs. Our main focus is in providing you with a knowledgeable and experienced resource with which to assist you in selecting products that are suitable in achieving your goals.  We do not receive commissions of other remuneration for our services from outside sources.  Our goal is to help you make right decisions for your individual circumstances and needs. We go above and beyond in providing you with a quality service.

Financial Counseling Services Provide

• Business mergers, dispositions and acquisitions
• Estate and trust planning
• Succession planning and considerations
• Retirement planning
• Investment strategies
• Suitability of investment products

If you have questions about any other financial services, please contact us. Our firm also provides Tax Services and Accounting Services.