For more than 30 years, I have helped families achieve financial security for the present and plan wisely for passing a legacy to children or charity. My qualifications and education include attorney, Certified Trust and Financial Advisor and J.D. from the University of Texas Law School.
BUSINESS SUCCESSION PLANS
ESTATE & TAX PLANS
TRUST PLANNING & ADMINISTRATION
SPECIAL NEEDS / COURT TRUSTS
SECURITIES ARE NOT FDIC OR GOVERNMENT AGENCY INSURED | NO BANK GUARANTEE MAY LOSE VALUE | NOT A BANK DEPOSIT | SUBJECT TO RISK