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Who We Serve

Our clients come from a range of backgrounds. Many are established professionals and business owners, while others are close to retirement or are retired. Regardless of their life situation, they’ve come to us because they want to maximize their resources to positively impact their families and communities. They also tend to share certain characteristics:

  • Financially
    Successful Families...

    Financially successful families typically with a net worth of $2 million-plus

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  • …Facing Complex
    Situations…

    Families needing a trusted confidant to help navigate, coordinate, and streamline complex financial situations

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  • … Who Are
    Delegators …

    People who are natural delegators or those who are so busy with other priorities that they are compelled to delegate

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  • … And Seek a
    Long-Term Relationship

    Families and individuals who value professional, long-term relationships with respected advisors

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Case Studies

Worry Free Retirement

Gearing up for retirement in just 15 months, Scott and Janet do not feel completely confident. They have built up quite a bit of wealth, but reversing the process and withdrawing money is totally foreign to them.

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Financial Planning to Accelerate Net Worth

Peter and Alice are a young family with two children under the age of three. They have general financial goals for their family, but realize that a better definition of those goals is needed if they want to achieve them. A financial plan needs to be put in place, but they have no idea how to create one or where to start.

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Proactive Tax Reduction

George and Martha had no way of predetermining what their income tax liability would be each year or how future financial transactions would affect their taxes. Each spring was a surprise—they were either stressed or relieved when they found out what their tax liability would be for the year.

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Simplify Complex Financial Situations

Tom and Peg have had a hard time grasping their complex financial situation, which consists of several bank, brokerage and retirement accounts, real estate holdings in multiple states and complex company retirement, deferred compensation and stock option plans. They are very busy with their career, family and other commitments, and there is no one to help them understand the big picture and make good financial decisions on an ongoing basis.

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Sounding Board for Financial Decisions

Howard and Sandy would like to purchase the vacant lot adjacent to their hill country home, which would provide additional privacy and space to enjoy activities with children and grandchildren. But what was the best way to go about doing so?

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Enhance Effectiveness of Other Advisors

With the assistance of an estate planning attorney, Gary and Carmen began to develop a complex estate plan using many trusts and advanced planning techniques. However, completion of the plan stalled as they became distracted by other projects.

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Decrease Income Taxes

Eric and Pat are consistently paying income taxes on their investment portfolios, eroding their return.

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Increased Control over Finances

Scott and Mary are frustrated by their inability to gain control over their complex financial situation. They are inundated with incomprehensible statements each month and the paperwork keeps piling up.

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Save Time and Relieve Financial Burden

Finding it very difficult to manage their finances while keeping up with their family, careers and civic and social obligations, Jeff and Cindy are beginning to feel worn down. As an additional stressor, they desire to change accountants and possibly refinance their mortgage, but don’t know who to turn to for advice.

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Improve Investment Performance

John and Judy’s investments are not growing at a satisfactory rate, worrying them that they will not reach financial independence. Even more distressing, the client is unsure what to do about it.

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Connect

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Contact

3400 Bissonnet, Suite 145
Houston, Texas 77005-2153

Hours:
M - F 8:30 AM - 5:30 PM

713.964.4028
info@partnersinwealth.com

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