Services


Texas BootsOur clients are able to benefit from a comprehensive array of financial services. These services are customized to each client's individual requirements.

Planning Services

We offer financial and estate planning services as an integral part of each client's relationship with us. These services are tailored to the needs of each client. Clients' needs range from comprehensive financial and estate planning to planning for one specific need alone, such as college, disability or long term care.

 


Financial Planning

  • Cash Flow Analysis
  • Asset Allocation Analysis
  • Retirement Analysis
  • Education Analysis
  • Disability Analysis
  • Survivor Analysis

Estate Planning

  • Family Considerations
  • Trusts
  • Retirement Plans
  • Gifting
  • Generation Skipping
  • Family-Owned Businesses

Investment Services

  • Portfolio Design and Construction
  • Equity Portfolio Management
  • Bond Portfolio Management
  • Cash Management
  • On-line Access to Accounts

Trust Services

  • Living (Intervivos) Trusts
  • Testamentary Trusts
  • Life Insurance (Crummey) Trusts
  • Charitable Trusts
  • Minors' Trusts
  • On-line Access to Accounts

Banking Services

  • A full range of consumer and business deposit accounts and other services including Internet banking.

Credit Services

  • A comprehensive array of mortgage, consumer and commercial loans are available subject to credit approval.

Tax Services

  • We assist our clients in identifying income tax, capital gains and estate tax issues to be addressed by their accountant and tax attorney. All clients receive a year-end tax statement, detailing all tax related activity in their investment management and trust accounts with us.

Legal Services

  • We assist our clients in identifying estate planning and other legal issues to be addressed by their attorney.

Insurance Services

  • We assist our clients in identifying insurance needs to be addressed by their insurance agent.

Specialist Services

  • For clients requiring assistance with real estate management, art or antique valuation, international financial arrangements or other matters, we utilize the services of experienced specialists in these areas.