Areas we serve
Planning that accounts for where you live
Property tax, homestead exemptions, community property, and the pull of the state you moved from all change the plan. These pages cover the local rules and numbers for the communities we serve. We work with households throughout Texas by video, and in person by arrangement.
Texas
Dallas–Fort Worth
Dallas
Fee-only planning for Dallas households: executive pay at headquarters employers, the city's own homestead exemptions, five counties, retirement income.
Planning in DallasFort Worth
Fee-only planning for Fort Worth households: pensions and 401(k)s at the city's anchor employers, five school-district rates, city homestead exemptions.
Planning in Fort WorthFrisco
Fee-only planning for Frisco households: Texas property tax and homestead rules, relocation from other states, equity compensation, and retirement income.
Planning in FriscoPlano
Fee-only planning for Plano households: corporate relocations, equity pay, Texas property tax and the homestead exemption, and retirement income.
Planning in PlanoMcKinney
Fee-only planning for McKinney and Allen households: home equity in a fast-growing county, Texas property tax and homestead rules, and retirement income.
Planning in McKinneySouthlake
Fee-only planning for Southlake, Colleyville, Westlake and Keller households: Carroll ISD and Tarrant County tax rates, relocation, and estate questions.
Planning in SouthlakeHighland Park
Fee-only planning for Park Cities families: Highland Park ISD tax rates, homestead protection, community property, and estate planning across generations.
Planning in Highland ParkFlower Mound
Fee-only planning for Flower Mound households: the town's 20% homestead exemption, Denton and Tarrant rates, airport careers, and retirement income.
Planning in Flower MoundCoppell
Fee-only planning for Coppell households: airport and Las Colinas careers, relocations, equity compensation, Coppell ISD, and the city homestead exemption.
Planning in CoppellRichardson
Fee-only planning for Richardson households: Telecom Corridor equity pay, UT Dallas retirement elections, two counties, two school districts, one plan.
Planning in RichardsonRockwall
Fee-only planning for Rockwall households: lakeside homes, Rockwall ISD tax rates, a fast-growing county, the commute west, and retirement income.
Planning in RockwallTexas
Houston
Houston
Fee-only planning for Houston households: energy pensions and stock, Medical Center and NASA careers, Houston property-tax exemptions, and flood decisions.
Planning in HoustonThe Woodlands
Fee-only planning for The Woodlands: Township and MUD taxes, Conroe ISD and the homestead exemption, energy-industry pay, and retirement income.
Planning in The WoodlandsSugar Land
Fee-only planning for Sugar Land: levee-district and city taxes, Fort Bend ISD and the homestead exemption, cross-border families, and employer stock.
Planning in Sugar LandKaty
Fee-only planning for Katy: the city versus the Katy ISD area, MUD taxes, the homestead exemption, Energy Corridor careers, and reservoir flood risk.
Planning in KatyBellaire
Fee-only planning for Bellaire households: a million-dollar home inside Loop 610, city and school exemptions, Brays Bayou flood history, and passing it on.
Planning in BellaireTexas
Austin
Austin
Fee-only planning for Austin households: RSUs and startup equity, TRS, ORP and ERS retirement, Austin ISD recapture, and a home bought near the 2022 peak.
Planning in AustinWest Lake Hills
Fee-only planning for West Lake Hills: property tax on a $1.6M home in Eanes ISD, founder stock, gifting and estate planning, and the over-65 exemptions.
Planning in West Lake HillsLakeway
Fee-only planning for Lakeway households: Lake Travis ISD’s 20% local exemption, the over-65 stack, Medicare premium thresholds, and retirement income.
Planning in LakewayRound Rock
Fee-only planning for Round Rock households: Dell equity pay, hospital careers, a sales-tax-funded city, and a tax bill split between two counties.
Planning in Round RockCedar Park
Fee-only planning for Cedar Park households: two incomes with equity pay, Leander ISD rates, the city’s 1% exemption, and college funding.
Planning in Cedar ParkTexas
San Antonio
San Antonio
Fee-only planning for San Antonio households: military retirement at JBSA, USAA, Valero and H-E-B benefits, Medical Center physicians, city exemptions.
Planning in San AntonioAlamo Heights
Fee-only planning for Alamo Heights families: three city rates, one school district, long-held homes with large gains, estate planning across generations.
Planning in Alamo HeightsBoerne
Fee-only planning for Boerne and Kendall County households: Hill Country land and open-space appraisal, Boerne ISD tax layers, and retirement income.
Planning in BoerneNew Braunfels
Fee-only planning for New Braunfels households: two counties, two school districts, the city's 20% homestead exemption, and retirement income.
Planning in New BraunfelsTell us where you are.
The first conversation is 30 minutes. Bring your questions; no preparation needed.
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