Holistic financial advisory and wealth management 20+ Years
and Tens of Millions of $ Under Management
Here are some of the most common scenarios our fiduciary financial advisor can help you with:
• Wealth management
• Plotting a long-term financial strategy, including a retirement plan
• Handling financial matters such as buying a house, saving money for a child’s college education, devising a tax plan, purchasing insurance, and coming up with an estate plan
• Researching and recommending investment opportunities
• Managing investment portfolios
Whatever your specific situation, Owais Shamsi, CPA, is here to help businesses and individuals.
Assess your monthly income expenses and master your monthly and annual budgeting. Our CPA helps set your financial goals, manage financial advisors
principal 401(K) and create a plan that reflects the financial present and future.
Achieve financial success, address uncertainties, and build a solid financial foundation to control your finances to fund your goals through saving and investing. Our personal financial advisor also specializes in retirement planning for salaries and self-employed professionals.
Manage cash flow, reduce financial risks, and adapt to market changes to achieve the long-term sustainability of your business. Our expert financial advisor creates realistic budgets, monitors expenses, and allocates resources efficiently, preventing overspending and promoting financial stability.
Owais Shamsi acts as your fiduciary financial advisor to analyze your financial data, identify areas for improvement to enhance your profitability, and make informed decisions to optimize your financial performance.
Accumulate wealth, manage risks, and optimize your cash flow as a real estate investor. We specialize in tax planning strategies to minimize tax liabilities, take advantage of deductions, and optimize their overall tax position.
Diversify your real estate portfolio, manage leverage effectively, capture the potential for property appreciation, and capitalize on market cycles with our exceptional financial advisor in Texas.
Financial planning questions we are commonly asked.
A financial planner helps clients manage their current money needs and reach their long-term financial goals. Their focus may be broad or narrow. We also help with many aspects of your financial lives, including savings, investments, insurance, retirement savings, college savings, taxes, and estate planning.
You can schedule an appointment online or call us at 214-253-8515. Alternatively, you can send us an email at [email protected]
The six steps when it comes to financial planning.
1- Identify problems, risks, and opportunities.
2- Setting financial goals
3- Wealth management
4- Implementing the plan and reducing tax liabilities
5- Review progress and make adjustments
6- Ongoing collaboration with the CPA
While our clients are located all over the United States of America, most of our clients are concentrated in Dallas in the following 4 cities because of our in-person presence in audit engagements.
Owais is superb to collaborate with. Exceptionally detail-oriented and thorough.
Irfan Mian Customer