Financial Planning

financial planning Dallas – retirement planning Dallas - financial planner Dallas – financial planner Plano – retirement planning Plano - financial planner Plano

The SFMG Wealth Advisors team offers you personalized financial planning and wealth management guidance. We help you unlock your financial potential and use your wealth as a tool to accomplish your personal goals.

Effective Financial Planning Begins with Listening

We listen. We believe that before quality advice can be offered, it is essential to understand your goals. By listening closely to your concerns and plans for the future our financial planners can create a financial planning strategy that accelerates you toward your goals. Our financial planners develop a clear financial planning roadmap that fully leverages your available resources to reach your objectives. Living well in the future is about planning well today.

A Complete Financial Arsenal

Successful financial planning involves implementing a plan for the long term rather than the short term. We offer a broad and comprehensive set of services to allow you to live your life with peace of mind. The scope of our planning services includes:

icn-net-worthNet Worth/Cash Flow Statements
Our financial advisors evaluate your current assets and liabilities, as well as all income and expenses. We also consider potential inheritances, salary changes and major one-time expenses.
icn-benefitsCorporate Benefits
Clients who reach a corporate executive level may look forward to significant corporate benefits such as company stock or stock options. Our financial planning team will advise you on how to integrate the exercise of stock options and minimize the tax implications. We also assist with the review and implementation of other corporate benefits.
icn-taxesTax Planning
Our team of Dallas financial planners works in concert with your tax professional to identify any areas of opportunity that might impact your current and future tax situation.
icn-insuranceInsurance Planning
We work with your insurance agents to review and coordinate coverage for homeowners, auto, liability, disability, life, and long-term care insurance. Managing risks minimizes the impact of unforeseen events.
icn-estateEstate Planning
We work with your attorney to provide a plan that distributes your assets to your heirs according to your wishes with the goal of minimizing taxes and expenses. This may include assisting with the implementation of trusts, family limited partnerships, special needs trusts, asset protection and other strategies.
icn-educationEducation Planning
We also assist with comprehensive education planning. Our financial planners advise you on how much to set aside and how to take advantage of the tax-advantaged education saving options.
icn-retirementRetirement Planning
Once we have established your projected cash flow, we answer the most fundamental question: “Will I be able to maintain my current standard of living once I retire?” Our financial planners utilize a sophisticated set of tools to measure and analyze various assumptions on retirement dates, savings rates, longevity expectations, and market conditions. In estimating returns conservatively, we partner with you to establish an effective retirement scenario.
icn-ownerBusiness Owners
For many clients, their most valuable asset is their closely held businesses. We can assist you in evaluating employee benefits packages, succession planning strategies, and how to best integrate the business value in your overall planning.
icn-charityCharitable Planning
Our wealth management services include advising you concerning philanthropic gifting. We compare suitable solutions ranging from donor-advised funds to private foundations. We then help you direct your giving through tools that provide the maximum impact for your selected charitable causes and provide you the greatest tax benefit.