Estrada Webb & Associates

Your Partners in Planning

Financial planner in Southlake, TX (show on map)

Estrada Webb & Associates offers comprehensive financial planning and wealth management services with a team approach for diverse client needs.

Call (817) 601-9820

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About

Estrada Webb & Associates is committed to providing consistent, high-quality services in financial advice and planning. Their team approach helps clients with a wide variety of needs in a complex financial-services world, offering services such as financial planning, wealth management, retirement plan solutions, business succession, tax planning, and estate planning.

Fee-based financial advisory firm

Personalized wealth management services

Team approach with diverse backgrounds and experience

Comprehensive financial planning covering all aspects of financial life

Services

Financial Planning

A comprehensive financial plan that addresses all aspects of a client's financial life, including retirement planning, college planning, tax management, estate management, risk management, debt structure, insurance, and complex life issues.

Thorough review of current financial situation Discussion and understanding of long-term financial goals Development of a plan with implementation strategy

Wealth Management

Tailored wealth management services to help clients build and preserve real wealth, focusing on freeing up time for meaningful pursuits.

Comprehensive, objective financial advice Risk management and business acumen Customized planning for affluent families, small business owners, and professionals

Retirement Plan Solutions

Customized retirement plan design services to meet the specific needs and objectives of each employer, focusing on maximizing benefits and addressing legal responsibilities.

Customized plan design Employee recruitment and retention benefits Legal compliance and responsibility management

Business Succession

Advanced strategies to help business owners plan and execute a viable business succession strategy, including business valuations, marketability, tax strategies, and family business succession.

Business valuations Marketability assessment Tax strategies Family business succession planning Asset protection and liability issues Partnership agreements and buy/sell agreements

Tax Planning

Strategic tax planning services to help clients minimize tax liabilities and maximize after-tax returns, including estate planning and tax-efficient investment strategies.

Estate planning Tax-efficient investment strategies Compliance with IRS regulations

Estate Planning

Comprehensive estate planning services to help clients protect and transfer their assets according to their wishes, including wills, trusts, and gifting strategies.

Wills and trusts Gifting strategies Asset protection Tax minimization