Wealth Creation

Other Services:

Have you considered your legacy?

For many, family and charity are high on the list of those who should benefit from their lifetime of hard work. Don’t let estate taxes dictate your legacy. Our team is here to help you understand how your assets will be distributed under your current estate plan and existing law. Our team will work with your attorney’s to formalize your wishes, potentially minimize the administrative burden, and strive to maximize the value left to your family or charity.

Our team will strive to help you:

  • Maximize your wealth
  • Maximize the wealth transferred on to the people you cherish
  • Minimize the taxes of your estate

With some careful planning, our goal is to maximize the legacy you leave.

Legacy wealth creation

Address

1300 Summit Avenue, Suite 120
Fort Worth, TX 76102
Phone: 817.877.0717
Fax: 817.210.4991

Securities & Financial Planning offered through LPL Financial Member FINRA/SIPC
The LPL Financial representatives associated with this site are licensed to discuss and/or transact securities business with residents of the following sites; AL, AR, AZ, CA, CO, FL, GA, IL, IN, LA, NC, NM, OK, SC, TX, VT