Schubert

Schubert & Company, Inc. is a fee-only registered investment adviser focused on helping successful North Texas families grow and protect assets they have accumulated, and develop a comprehensive plan to provide for the family's future. We use a highly consultative process to define each of our Client's values, relationships, and goals based on what is important to them. Acting as the family Chief Financial Officer (CFO) for our clients, we seek to accomplish four things: Identify and simplify the planning opportunities relevant to each client's specific situation. With over thirty-five years of collective experience in public accounting, our CPA's have been involved first-hand in capturing valuable planning opportunities through applying our technical knowledge to each of our clients' specific situations. Clarify the future for each of our clients by taking the time to learn and understand what they hold as valuable, and then help them develop a customized plan to capture opportunities unique to their circumstance and protect from risks that can threaten their wealth. With input from our team of experts, we address advanced planning issues like wealth protection, income and estate tax mitigation, wealth transfer and charitable giving. Build a world class investment portfolio using institutional investments that are: Academically tested and time proven Appropriately diversified Highly tax efficient and cost effective Risk appropriate Properly regulated Manage the details and monitor the changes as we walk through life with our clients. The best laid plans will be useless if not properly implemented and managed. Most of our clients are more than capable of managing their own financial affairs. However, most choose to devote their time and energy to the pursuits of family, church, community, and profession, leaving them with little time to manage the ongoing details of their financial affairs. As the family CFO we fill in the gaps to make sure proper attention is given to ongoing details so our clients are free ...