Comprehensive financial planning for Texas families
Comprehensive financial planning brings every part of your finances into one clear plan. Wealth Solutions coordinates investments, tax planning, insurance, estate priorities, and cash flow for Texas families so decisions stay simple and your strategy adapts as life changes.
Full Picture Planning
More than investments. Holistic retirement planning.
Wealth Solutions brings all pieces together so your decisions stay simple and aligned. We coordinate retirement planning, portfolio strategy, tax reduction ideas, insurance, and estate considerations for clients across Austin, The Woodlands, Houston, Dallas, San Antonio, and Corpus Christi. Think of us as your first call for any financial question, backed by a fiduciary standard and attentive service.
What’s included in your plan
Every key area, clearly addressed
Retirement planning
A roadmap for steady income with timing decisions and cash-flow clarity. Review details on retirement income planning for the full process.
Investment management
A portfolio tailored to goals and risk that adapts when markets change. Learn more in investment management.
Tax planning
Strategies to lower lifetime taxes across accounts and years.
Estate and legacy
Coordinate with attorneys to reflect wishes in titling, beneficiaries, and trusts.
Risk management
Insurance analysis for life, long-term care, and liability.
Cash flow and budgeting
Plan for large purchases, gifts, or a second home.
Philanthropy
Options for effective giving that fit your values.
Our Planning Process
A living plan that evolves with you
We start with discovery and secure data gathering using our client portal. Analysis follows across taxes, investments, and cash flow, then we present clear recommendations with an action checklist. Implementation includes account setup, transfers, and coordination with outside professionals. Reviews occur semiannually, with updates when life changes or laws shift.
Collaboration With Experts
One team, aligned to your goals. Collaboration with your CPA and attorney.
We coordinate plan details with your tax and legal professionals, or introduce trusted partners if you need them. Our role is to align strategy and execution so advice and documents match.
Family office style support
Your personal CFO for major decisions
From refinancing analysis to funding a grandchild’s college account or evaluating a second home, you get fast, informed guidance. We also include education on privacy, account security, and best practices with our client portal and cybersecurity protection program.
Frequently Asked Questions
Financial planning, explained
What does a comprehensive financial plan cover?
Everything that touches your financial life, coordinated into one roadmap you can act on.
Is planning a one-time project or ongoing?
Ongoing. We update as life evolves so your plan always reflects today’s reality.
Do you offer planning without investment management?
Most clients engage us for both, since implementation is critical. We can address focused questions when needed.