Empower Solutions

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Solutions for what YOU need… not what we offer.

By asking you the right questions and listening to you, we explore the right solutions for your goals – now and in the future. We find out what is important to you and your family and the things you are passionate about. We are proud to have an excellent client retention rate and are proud to serve generations of clients over the past 17 years.

Generational Transfers

It is important to ensure your hard-earned assets go to your beneficiaries in the most tax-efficient manner. We work collaboratively with qualified estate planning attorneys. The goal is to:
  • Maximize your estate and income tax planning opportunities
  • Protect assets in trust and ensure they are distributed – probate free
  • Prevent your IRA and qualified accounts from becoming fully taxable to your beneficiaries upon your death

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1603 Medical PKWY, STE 230
Cedar Park, TX 78613
512.833.6557