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| Katherine Nixon, CPA |
Greetings
and welcome
We believe we are in business to help others make
informed choices about senior event planning strategies.
Katherine
Nixon, CPA ~ (281) 370-6622
Texas' LTC Partnership Program
Texas' Shopper's Guide to LTC
Do you currently have a Long-Term Strategic Plan in place? - If NO, or if not updated for extended health care planning or tax-free planning, then, are you reasonably
successful?
- If YES, then, do you love someone or some ones?
- If
YES, then, is it possible that you could live a good long life?
- If YES, then, are
you willing to sit down with us to discuss a longevity planning strategy for you and your loved ones?
- If YES, then, call us at (281) 370-6622 to schedule an appointment.
Bottom Line...Extended
or Longevity Planning & Funding is Good for You and Your Family.
We are dedicated to helping individuals as
well as their professional team who guide them. These individuals believe that they could live a long life, would like to create or refine a
plan, and seek funding strategies. We put you in control, first by listening to you. Then, we work
with you to design unique solutions that help deliver a longevity plan that works for you, your family, your employees
or your clients. Click on the list at the left to learn more.
Our clients are: - Individuals
- Families
- Trustees
- Executors
- Fiduciaries
- Business Owners
- Retirees
- Estate Planning and Elder Care Attorneys
- Extended Care Administrators
- CPAs
- Health Agents, Brokers,
Dealers
- Bankers
Our firm is located in Houston, Texas. However, we assist clients
all over the country. We provide a variety of services for individuals, partnerships, trusts, estates, and corporations. We
pride ourselves on our ability to provide personal service to meet your business and individual requirements in these
rapidly changing economic times. In addition..... Do
you have a question about extended or longevity planning and strategies including but not limited to different
types of insurance, tax-advantaged solutions, or current individual and business tax law? Email me at knixon@knixon.com. |
We offer the following services: Extended or Longevity Planning Strategies and Funding, including but not limited to, savings and risk sharing
options Tax-Free Savings Options, including but not limited to, life and extended
care premium and asset based solutions Partnering with
other Professionals to Better Understand the Longevity, Extended Care, and Estate Tax World
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We are proud members of
the following organizations: --------------------
American Association of Long-Term Care Insurance American Institute of Certified Public Accountants Texas Society of Certified Public Accountants Houston CPA Society Northwest
Forest Republican Women Women's Chamber of Commerce
of Texas - Houston Aggie Women Former
Students' Network
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Join Our Team of Business Professionals |
We welcome you to join our team of business
professionals assisting clients to establish beyond a reasonable doubt that he or she: - Could Live a Long Life
- Understands the Positive Consequences of Planning and
Allows for the Creation of a Plan
- Needs Strategies to Fund the Plan
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Kathy is a licensed
CPA, financial advisor, and insurance agent. Her firm, Longevity Planning Strategists, is not a CPA firm. Insurance is offered as an independent agent.
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