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Our team of advisors provide you with the tools and education to make the smart, long-term investment choices to fit your lifestyle. Most of all, we help you completely understand all suitable options.

Talk to one of our financial advisors today and let's partner together for your future.

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Are you searching for someone who can help build your trust, create a valuable connection, and guide you to financial stability?
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Business Planning

Business owners' time is valuable, and focusing on core operations enhancing profitability. Yet, unresolved issues often persist. LGT Financial Advisors, with offices in Dallas and Houston, offers assistance in business planning to overcome such challenges.

LGT Financial Advisors specialize in helping business owners make thoughtful decisions that grow their personal assets while making the right moves to protect their businesses.

As a business owner, the equity that you have in your company is one of the most critical parts of your portfolio. Protecting your hard-earned investments throughout the life-cycle of your business is just one of the services we offer. Together, we will work to maximize the value of your company, determine the most profitable exit strategy, or insure yourself or your company against unforeseen events.

  • BUSINESS PLANNING SERVICES
  • BUSINESS SUCCESSION PLANNING

BUSINESS PLANNING SERVICES

  • Evaluation/Implementation of Employee Retirement Plans
  • Asset Protection
  • Strategic Planning
  • Insurance Protection Strategies
  • Mergers & Acquisitions

BUSINESS PLANNING SERVICES

BUSINESS SUCCESSION PLANNING

Failure to plan for the eventual transfer of your business can result in significant monetary losses and, in some cases, the loss of the business itself.

Our financial advisors understand the importance of a well thought out succession plan and can provide general corporate, tax, estate planning, employee benefits planning, and other services to families and closely-held businesses. Our clients range from small, individually-owned businesses to large private companies. Our broad practice and multiple years of experience have enabled us to become highly-skilled transactional practitioners as well as experienced business advisors and counselors.

BUSINESS SUCCESSION PLANNING

Talk to one of our financial advisors today and let's partner together for your future.

GET IN TOUCH