Business, Estate & Charitable Planning • Employee & Executive Benefits • Life Insurance Brokerage

Phone: (832) 563-4455
Fax: (888) 524-1907

Services

We help our clients in the following areas: Business and Estate Planning, Executive Compensation, Employee Benefits and Life Insurance Brokerage

Business Planning

  • Integrated Estate and Business Planning for Closely-Held Business Owners
  • Executive Benefit & Compensation Solutions for Public and Private Companies
  • Retirement Planning & Funding
  • Employee Benefits

Individual Planning

  • Retirement Planning
  • Spousal Protection
  • Charitable Giving
  • Education Funding
  • Estate Planning
  • Life and Health Insurance Brokerage
houston




How We Work

  • We collaborate with our Client's accounting, legal and financial advisors and develop a full understanding of the Client's goals, needs and important factors.
  • Using state-of-the-art technology, we streamline plan design, administration, operations and communications to serve our Clients well.
  • Our strategic alliances with Texins Solutions, Ltd. and others help us bring an extended team of specialists to our consulting projects and transactions.


Dulworth & Company, Inc.
4635 Southwest Freeway, Suite 750
Houston, TX 77027
P: (832) 563-4455
F: (888) 524-1907