Howard Financial Services, Ltd.

Howard Financial Services, Ltd. provides wealth management advisory services for individuals, families, and businesses. The company offers financial planning services, such as cash flow and net-worth statements, tax planning, retirement planning, education funding, debt negotiations, budget planning, risk management, insurance evaluation and needs analysis, employment contract consulting, fringe benefits consulting, equity based compensation planning, estate planning and wealth transfer, will and trust consultation and review, family meetings, business succession and/or transition planning, generation skipping and leveraged transfers, estate and trust administration, charitable planning, buy-sell agreements, ESOPs, entity/organizational structuring and planning, merger/acquisition consulting, and attorney and other professional referrals. It also provides investment management services, including development of personal investment policy statement, active portfolio management, alternative investments, quarterly performance reporting, concentrated equity planning and risk management techniques, and tax reporting. The company was founded in 1994 and is based in Dallas, Texas.