Don't just plan it. Do it.
Empower Wealth Advisors | 4358 Lockhill Selma Rd. | Bldg. 1, Suite 100 | Shavano Park, TX. 78249 | (210) - EMPOWER
This communication strictly intended for individuals residing in the states of AL, AR, CA, CO, GA, KS, MD, MI, PA, TN, TX, VA, VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC or NCUA insured, are not guaranteed by the bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a Registered Investment Adviser.
Best suited for established entrepreneurs, business owners, or families with a high net worth (usually greater than $10M). Everest includes services from both Hill Country and Sierra with advanced tax, estate and legacy planning. We will meet regularly to review your progress, revise strategies, and make adjustments as needed.
For Business Owners: We include planning to address challenges associated with owning a business to include: business continuity, employee benefits, key person retention, and exit strategies. You've invested a lot of time and energy into your business, so let your business work for you in an effective and efficient way.