About Us Working with E&K News / Info For Professionals E&K Texas For Clients Only Contact Us

E&K SCHEDULE OF EVENTS
...................................................
 
  For further information about our upcoming seminars please email
........................................
 
Our educational client
events are invitational,
should you be interested to attend we will gladly accomodate your request based on space availibility. Please contact us .

If you have received an invitation and would like to RSVP  - click here 

...........................................

"Evensky & Katz Third Annual
Charity Golf Tournament"
The Biltmore Golf Course
 November 6, 2008

 To sign up for information  about our 2008 tournament  please contact:
Frances Villagomez
Marketing Adminstrator

Email
Frances@evensky.com

Phone
(305) 448 - 8882, Ext 211

Welcome to Evensky and Katz

 

Evensky & Katz is nationally known for its skill in wealth management and financial planning. We provide clients with traditional wealth management services as well as comprehensive tax, insurance, and estate planning services; generational wealth transfer and charitable planning advice. Taking responsibility for providing and/or supervising all aspects of our clients' financial planning needs enables us to provide you with cost effective, hassle-free personal financial planning and wealth management.

 

Fiduciary Oath

Evensky & Katz will exercise its best efforts to act in good faith
and in the best interests of our clients.
 
We will provide written disclosure to our clients prior to our engagement,
and thereafter throughout the term of the engagement, of any conflicts
of interest, which may compromise our impartiality or independence.
 
We do not receive any compensation or other remuneration that is
contingent  on any of our client's purchase or sale of a financial product.
 
We do not receive a referral fee or other compensation from another
party based on the referral of our client or our client's business.

 


E&K ADVISOR UPDATES
...............................................

 Divorcing the Home

Susan M. Sibley
Vice President

................................

Market Highlights - Commentary, Q2, 2008

Lane Jones, CFA, CFP®, Chief Operating Officer
................................

Considering Moving?
Life Insurance for Free 

Brett Horowitz, CFP®, Vice President

................................

  

©2005 Evensky and Katz Wealth Management