Wealth Management Services

wealth management services

As a successful business owner, your business is your number one asset. It supplies the cash flow that supports your home, your family, and your lifestyle. You've put a lot into your business and you're expecting to get a lot out of it down the road, but making that happen takes planning. At Jeffery Davidson & Associates, we'll work with you to grow, protect, and ultimately transfer this most valuable asset. We'll lead the way in this journey to preserving wealth as your trusted advisor. Our direction will help you make the best moves now so you can achieve the financial freedom to live the life you dreamed.

We start by learning all we can about your financial aspirations and life goals. Then, we design a personal plan to guide you toward your desired lifestyle and safeguard your finances throughout the years. Your plan will include tax planning, retirement planning, estate planning, and an exit strategy. As time goes on and circumstances change, we'll make adjustments to your plan to ensure that you maintain your financial independence during retirement and your wealth is transferred to beneficiaries with minimal tax consequences.

Wealth and Retirement Planning

Our Sugar Land, TX CPA firm provides wealth management services for busy professionals, families with a large number of assets, and high net worth individuals. Call us at 281-238-4442 to schedule a free consultation today.

  • Asset management
  • Budgets
  • Retirement planning
  • College savings plans
  • Estate planning
  • Trusts
  • Charitable giving
  • Asset allocation analysis
  • Business succession planning
  • Tax planning strategies to preserve wealth

Reach Us

131 Brooks Street

Suite 300

Sugar Land, TX 77478

281-929-0810

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