All businesses–large and small–have unique needs based on their stage in the business life cycle. In conjunction with your team of legal and tax counsel, your business financial consultants can help identify and create solutions for the core needs of your business.
Ideal for Self-Employed visionaries and creators, Independent Consultants, and established Business Owners, seeking customizable broker of record advisory solutions.
With 28+ years of experience, your dedicated advisory experts are committed to guiding you through every step of your business wealth planning life cycle.
We work with your team of legal and tax experts to design the most suitable tax-smart entity formation structure for your business venture.
Customizable Self-Employed Financial Advisory Services; Employee Benefits and Retention Programs; and Business Cash Flow Management Strategies.
No business is without basic-human risks. We offer business solutions through Buy/Sell Partnership Agreement; Business Overhead Expense Protection (BOE); and Collateralized Life Insurance Policies.
We work with your team of legal, tax and valuation experts to help you understand the financial value of your business, to expand your business fundraise potential or for succession planning.
We design strategies that can build legacy and brand awareness for your company and its stakeholders, through charitable giving, corporate sponsorship and community outreach programs.
Thorough planning is a vital step in helping you to manage your business estate to provide personal financial security for you and your family and pass the maximum amount on to your heirs.
SIMEMA Wealth Advisors
13100 Wortham Center Drive, Ste 300, Houston, Texas 77065, United States