At the office of Jim Smith, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives. Some of our key services are detailed below.

Executive Benefits

Succession Planning

Key Person Insurance

Funding Buy-Sell Agreements

Funding Deferred Compensation

Our Location


21021 Springbrook Plaza Drive, Suite 210
Spring, TX 77379

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