David Tolson MBA, RICP®
Our mission is to help business owners and executives Grow, Protect and Enjoy the Value of Their Life’s Work. In doing this, we work closely with our clients to understand what’s important to them and to help them first clarify and then effectively pursue important goals for their businesses and their personal lives. Leveraging 25 years of experience as an executive and business owner in the energy, chemicals and industrial services industries, we certainly don’t have all the answers, but we do have a shared perspective with our clients.
Our motto is: Planning first, products second. From that perspective, we seek to help our business owners gain clarity about: 1) Improving the transferrable value of their businesses; 2) Reducing human capital risk in their businesses; 3) Adopting strategies to attract, align, motivate and retain their teams and; 4) Preparing their businesses for eventual transfer to the next set of owners — whether that be in 2 or 20 years. We use that same perspective to help our clients on a personal front adopt strategies to: 1) Wisely accumulate & manage assets for future goals; 2) Protect income & assets from a broad range of risks; 3) Manage tax exposure; 4) Generate income in retirement and; 5) Transfer wealth effectively.
With our offices located in Houston, Texas we serve clients in the metropolitan area, throughout Texas and in multiple states. Let us be a resource for you as you seek to Grow, Protect and Enjoy the Value of Your Life’s Work.