What we cover
Financial Services Available in Dallas
Financial Planning & Wealth Management
Comprehensive financial planning, investment management, and retirement strategies.
Relocation Financial Planning
Tax and financial planning for the large number of Californians and New Yorkers relocating to Texas.
Tax Preparation & Planning
Individual and business tax preparation. Texas has no income tax, but relocation creates complex multi-state issues.
Mortgage & Refinancing
Home purchase mortgages and refinancing in DFW’s active real estate market.
Insurance Review
Life, disability, and long-term care insurance review.
Business Financial Planning
Financial planning for Dallas’ large corporate and small business community.
Relocating to Texas Creates Complex Tax Situations
Texas has no state income tax, which is a major financial draw for high earners relocating from California, New York, and other high-tax states. However, establishing Texas domicile properly — particularly for those with ongoing income ties to a former state — requires careful planning. California in particular aggressively pursues former residents it believes are still liable for California income tax. A financial advisor and/or CPA familiar with Texas relocation planning can help you establish clean domicile and avoid multi-state tax complications.
- SEC, FINRA, or Texas state registration verified
- CPA licence verified for tax professionals
- NMLS registration verified for mortgage brokers
- No active disciplinary proceedings
- Locally based in Dallas or DFW
Coverage