Services

Investment Management

Subscription-based: No AUM fees

Custom portfolio construction and rebalancing

Diligence on alternative investments (real estate, private equity, VC, business investments)

Ongoing portfolio reviews and tax-aware investment coordination

Holistic Financial Planning

Cash flow and budgeting guidance

Retirement and college planning

Student loan and life planning integration

Estate planning coordination with partnered attorneys (including trust/will access in subscription)

Insurance Guidance

We help clients shop through independent brokers (we do not sell insurance)

Comprehensive insurance coverage reviews aligned with financial goals

Tax Strategy Coordination

Collaborate with clients’ CPAs

Investment decisions aligned with tax strategy

Tax letters sent to CPAs for seamless integration (no direct tax advice provided)

Business Acquisition Support

Due diligence, underwriting, and structuring for buyers

Financial analysis and valuation guidance

Student loan and life planning integration

Integration with financial plan and financing support

Business Sale Advisory

Full pre-sale preparation

Listing assistance with no success fees

Buyer due diligence and negotiation support

Enterprise value optimization, tax, and estate planning integration

Full guidance through transaction and post-close integration

Succession Planning

Alternatives to sale: MBOs, ESOPs, etc.

Holistic evaluation of succession options.

Ready to start?

You’re building something meaningful… now let’s protect and steward it wisely. Simply share a few details about your scenario, and we’ll connect to discuss how we can help you plan with clarity, confidence, and eternal purpose.

I am interested in…

Ready to start?

You’re building something meaningful… now let’s protect and steward it wisely. Simply share a few details about your scenario, and we’ll connect to discuss how we can help you plan with clarity, confidence, and eternal purpose.

I am interested in…

Ready to start?

You’re building something meaningful… now let’s protect and steward it wisely. Simply share a few details about your scenario, and we’ll connect to discuss how we can help you plan with clarity, confidence, and eternal purpose.

I am interested in…

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of 3:23 Financial Services LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by 3:23 Financial Services LLC an Investment Advisor in the State of Texas. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of 3:23 Financial Services LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by 3:23 Financial Services LLC an Investment Advisor in the State of Texas. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.