Financial Planning Services
RT Mallard CPA specializes in comprehensive financial planning services aimed at preserving wealth and protecting assets. With our extensive knowledge of financial services, we provide critical insights to help you make informed decisions that will positively impact your future. We invest the necessary time to thoroughly understand your financial goals, allowing us to create a customized plan that helps you feel confident and prepared for the years ahead.
Our personalized financial planning includes evaluating your assets, sources of retirement income, and investment options, while considering multiple strategies to maximize the value of your estate. We assist individuals and businesses in building long-term financial security through strategic planning and tailored solutions.
Financial Services for Individuals
- Retirement planning
- Estate planning
- Retirement plan evaluations (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
- Life insurance, health insurance & disability planning
- Mutual fund advising
- Trust planning
Financial Services for Businesses
- Succession planning for businesses
- Buy/sell agreements
- Employee benefit plans
- Executive compensation plans
- Employee retention plans
For more information or to request a personalized consultation, call (346) 387-1826 today or submit a request online. Our Katy, TX CPA firm is ready to help guide you toward securing a brighter financial future.