FINANCIAL PLANNING 

CASE STUDIES

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Business Equity Consulting

Having an equity position in a privately or publically held company means different things to different people. To some it represents security, and to others it is options. By having a trusted advisor in your corner that understands businesses and the opportunity they present, you are equipped to make the best decision for you and your family.​

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Advanced Tax Planning

If you own a business, are charitably inclined, are over the age of 71, have most of your retirement in pre-taxed accounts, receive stock options, want to retire before 60, or have non-retirement investment accounts, you have the opportunity to maximize your wealth through advanced tax planning and consulting. 

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Legacy Retirement Planning

Retirement is not just a number. Retirement is the sounds of the experiences you have echoing on for the loved ones in your life to hear in the future.  Everyone will leave a legacy for their family, but only by planning can you make sure that legacy is the story you want to be told for generations or the one that will carry on by default. Be proactive! 

Cremé Wealth Team is a Part of Southwestern Investment Group

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Contact Us

Phone: (972) 987-1634

The Cremé Wealth Team

Southwestern Investment Group

2601 Network Blvd, Ste 101

Frisco, TX 75034

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Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Cremé Wealth Team, Southwestern Investment Group, and The Southwestern Co. are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Raymond James does not provide tax or legal advice. You should discuss these matters with the appropriate professional.