Services

We offer financial advisor services for a percentage of assets under management and prepare financial plans for hourly charges.  We are actively engaged in businesses other than giving investment advice. 

We specialize in safeguarding family wealth.  We provide advice and direction in the areas of estate planning, trusts, money management, and family financial planning.  We find that having a good understanding of all of these areas enables us to give better advice in any one area.

My legal experience supplements my business background in the following areas:

• handle your general legal matters;
  
• prepare and review contracts;
  
• assure compliance with local, state, and federal laws;
  
• anticipate potential legal risks and develop strategies; and
  
• use alternative dispute resolution to settle disputes.
  

Specifically, I assist my clients with their estate and family financial planning needs so that the minimum amounts of federal taxes are paid.

"Do Not Sue, Speed to Resolution with Arbitration and Mediation Services"

In mediation, the parties voluntarily submit their dispute to a neutral person, the mediator, who works with them to reach a mutually agreeable settlement.

If a dispute cannot be resolved through discussion and negotiation, then mediation may be the cost-effective and most time-efficient process for working out solutions to awkward conflicts.

Your selection of me as your dispute resolution specialist benefits you in one or more of the following ways:

• denial--an escape response--is "nipped in the bud";
  
• adversaries normally accept an outside professional;
  
• lawsuits damage relationships, and usually fail to achieve justice;
  
• the process saves time and money;
  
• windows of opportunity emerge that support arbitration and mediation after the litigation or agency action has commenced;
  
• you control your destiny better because these processes are usually voluntary; and
  
• mediation sessions are confidential under Texas law.
  

Arbitration Services

Arbitration, broadly and generally speaking, is a contractual proceeding by which the parties to a controversy, in order to obtain a speedy and inexpensive final disposition of the matters involved, voluntarily select arbitrators of their own choice, and by consent submit the controversy to this tribunal for determination in substitution for tribunals provided by the ordinary processes of law. Arbitration is also defined as the voluntary submission of a controversy to persons selected by parties to determine the matter and render a decision concerning it.

The purpose of arbitration is to permit a relatively quick and inexpensive resolution of contractual disputes by avoiding the expense and delay of extended court proceedings. Accordingly, it is well-settled proposition that judicial review of an arbitration award should be, and is, very narrowly limited.

I serve on arbitration panels for FINRA and NFA.

Prepare for Divorce so YOU will survive

In a divorce case the client needs to analyze different financial settlement options spread out into the future under various scenarios. As a Divorce Financial Analyst, I provide understandable spreadsheets that display the options based upon different input components.

The client possesses one chance to make an advantageous financial settlement because the divorce decree will be a final decree under Texas law after one month.

Additionally, I work closely with trial lawyers, and oftentimes can qualify as an expert witness and testify in a deposition or through live testimony in the trial on the merits.

• Learn from a Certified Financial Planner® and Tax Attorney 
  
• Construct your financial plan with self-assurance 
  
• Your initial meeting is free of charge
  

Estate planning is one of the most important steps an individual can take to provide for their loved ones and protect the future of their assets after they are gone.

There are many times where it is advantageous to bundle financial and legal services.

Robo-Advisors are on most major trading platforms now but are they able to keep up with uncertain market conditions and market corrections?