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Business Planning

Tax-smart strategies tailored to you

Helping You Navigate Your Business Finances

Running a business is tough and can quickly deplete your resources. You want to make the right financial decisions for your business and your future, but you aren’t sure what those decisions should be. You want someone with experience and knowledge to help you understand the advantages available to you and how to maximize your capital.


  • What is the best organizational structure for my specific business?

  • Are my company books in order?

  • How do I minimize my tax liability - am I paying myself in a tax-efficient manner?

  • Am I overpaying for employee benefits?

  • How can I retain and attract key employees?

  • What are the financial opportunities and pitfalls - how can I mitigate liability?

  • What are my options for retirement savings as a business owner?

  • Who will take over the business when I retire?

Our Houston Cypress-based financial planning practice helps business owners experiencing the difficulties of running a business move out of overwhelm and into sustainable productivity. As fiduciary advisors, we offer recommendations that put you and your business interests first so you can feel confident about the advice you receive. Our goal is to provide expertise, organization, and structure so you can feel assured that your business will run smoothly.


  • Provide comprehensive tax-smart recommendations to help you make informed decisions

  • Build a cash flow plan for your business goals that incorporates your income streams and expenses

  • Review and adjust your employee benefits program to retain and attract top talent

  • Incorporate your lifestyle goals into your budget so you can live the life you picture

  • Meet quarterly to review your plan and discuss any business or goal changes

  • Collaborate with you to understand and formalize your business succession


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Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.