Reliability in financial planning is a key – and one may argue the most important – component. And on team Reliant here at Hightower Texas, we want to be the ones you can rely on to holistically manage your finances, so you can focus on what you do best. Our multigenerational team provides each client the high-touch, customized financial plan they deserve. Each new client meeting begins with discussing values, needs and goals. What’s important to our clients comes first and foremost.
Utilizing a multigenerational team ensures each client feels comfortable knowing there will always be someone who can help move their financial goals along, as well as someone who can relate to their stage of life.
Our customizable approach to financial planning is best suited for those clients who may have complicated considerations when it comes to their wealth – that’s where we thrive. We are able to simplify the complex and work with all professionals in our clients’ orbits – this would include working together with CPAs, attorneys and charitable gifting professionals.
If you think a partnership with Reliant aligns with your needs and goals, contact us today.