Our commitment to you. Providing the good life for you and your family is no doubt a major goal in your life. Helping you achieve this goal with less worry and greater ease is our commitment to you. You'll find that we can take much of the worry and stress out of your financial life.

We specialize in servicing the following industries: bio-technology, insurance, software manufacturing, entertainment, distribution, medical, law, ad agencies, real estate, mortgage banking, and personal care.

We are ready to assist you in:

Tax Planning and Preparation
Business Problem Solving 
13 Success Tips for Managing a Business
Financial Statements and Audits
Recordkeeping and Reports
Financial and Estate Planning
Investment Review
Elder Care Services
Other Links of Interest

Tax Planning and Preparation
We prepare all required tax returns to assure that you are paying no more tax than necessary. Throughout the year, we monitor tax law changes that will affect you, recommend tax-saving strategies, and serve as your advocate in tax matters.

Will you be audited by the IRS? Click HERE to do a quick estimate.

IRS Home Page

Business Problem Solving
As you start a business, we can help you select the proper organizational structure and secure adequate financing. We will work with you and your other advisors to solve your business problems. You will receive assistance with loan applications, pricing, credit policies, cash flow, cost controls, and your other business needs.

Financial Statements and Audits
If you need financial statements, we can prepare compilation, review, or audited statements. Helping you to use the statements in managing your business and increasing your profitability is an important aspect of our service to you.

Recordkeeping and Reports
If you're in business and need recordkeeping and accounting systems, we can design them to fit your needs. We also prepare other financial records and reports, including reports to state and federal agencies

Financial and Estate Planning
Increasing your net worth is an easier task with the help of a financial advisor. We will work with you, and when appropriate your other advisors, to increase your net worth, then plan with you to minimize estate taxes. A total program including an analysis of net worth, investment review, family gifting, trusts, retirement planning, and family business transfers is available to assist you in maximizing benefits for you and your heirs.

• Education Funding Calculator
• Retirement Calculator
• Retirement - How much to save and how long will it last?
• How much house can you afford?
• Mortgage Payment Calculator
• Benefits of increasing your mortgage payments.
• Prepaying your mortgage vs. investing
• The actual interest rate on a mortgage
• Simple Savings Calculator
• Simple Loan Payment Calculator
• Prepaying a loan, paying off credit card balances, etc.
• The payment needed for different loan amounts or different interest rates

Investment Review
Your investment program will be reviewed periodically to be sure you are achieving the maximum return with no more risk than you want. As you consider new investment opportunities, we will act as your sounding board and advisor.

Other Links of Interest

We do not endorse any products, services, or businesses you may find by following these links. Do not enter into any transaction until you and/or your advisors are satisfied that you are getting what you are paying for.

U.S. Securities and Exchange Commission
USA Today - Top Money News
Federal Reserve Bank of New York - Interest rates on treasury bills and more!
Stock Quotes - Reuter's
American Association of Individual Investors (AAII)
The American Stock Exchange
NASDAQ Exchange - stock quotes
New York Stock Exchange
Lists of Financial Sites - numerous financial helpers
People Finder
Free Trip - how to get there
Ticketmaster -which events interest you?

Texas State Links
Secretary of State - Texas
State Comptroller of Public Accounts - Texas
Department of Insurance - Texas

Please contact us for a no charge conference. We can get acquainted, and you can see if we will be a good match for your financial matters.

Please call or e-mail if you would like to receive a FREE tax-cutting brochure or a FREE subscription to our informative client newsletter!