Best Financial Advisors in Georgetown, TX

Yes. The Internal Revenue Code permits an itemized deduction for tax and/or investment advice in the miscellaneous section of Schedule It is subject to a 2% floor of the adjusted gross income on a personal tax return. Please ask your tax advisor for further information.

We represent a wide variety of clients, including retirees, corporate executives, and self-employed business owners. Our average client lives in Georgetown, is either nearing or already in retirement, and has $600,000 or more in assets with us.

Although you'll find tax considerations throughout our analyses and recommendations, and although we have a great deal of individual tax experience, we do not directly prepare tax returns. We routinely work with our clients' accountants to ensure a two-way exchange of information, facilitating the accountant's return preparation and an accurate view of our clients' tax situation. With our extensive experience and contacts, we can recommend tax preparers to clients who will benefit from this assistance.