YOUR COMPLEXITY.  OUR PROCESS. 

ONE CLARITY.

Experience Our C6 Framework

Do your investment advisors collaborate with your CPA?

Having an advisor who coordinates with your CPA is imperative to your financial well-being.  Working through your C6 Framework, we will help identify any potential tax inefficiencies. Through regular communication with your CPA, we make sure they are informed of any investment-related tax consequences or issues. This coordination helps your CPA have a better understanding of your overall needs and how best to counsel you. Whether you are in your highest earning years or in a distribution phase, we strive to mitigate your tax liability. Our process will help you have a better understanding of how to potentially reduce your income tax, capital-gains tax or estate tax.

 
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CONTACT US

For more information, contact us today

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409.242.2427

PO BOX 1880

325 HWY 124

Winnie, TX 77665

713.621.3500

520 Post Oak Blvd.

Suite 750

Houston, TX 77027