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Details

General Info

If this sounds interesting to YOU contact US to SET UP an appointment.

HoursOPEN NOW
Regular Hours:
Mon - Fri

Contact Info

Phone:

Main - 281-245-3375

Extra - 281-758-9887

Address:
League City, TX 77573
Email:

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Categories
Surety & Fidelity Bonds, Bail Bonds
Services / Products
OUR entire objective is to DO ONE thing. To grow the wealth of the Family office. We create structures that save OUR clients from 25 %to 50% on their TAX liability (legally of COURSE). GENERATIONAL wealth transfer without losing revenue DUE to probate or other taxing authorities ETC. Private investment contracts that provide 15% to 23% rate of return (ROR) Cash on Cash NOT IRR or ROI or annualized rate of return. ALL secured by 1ST position in real estate and other assets.
Associations
American Wealth Management Association
AKA

Trustee & Financial Services LLC

Trustee & Financial LLC

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Data provided by one or more of the following: Thryv, Data Axle, Yext.