Income & Estate Planning Partners

Income & Estate Planning Partners was founded in 2008 on the principle of independence. Our advisors build relationships with clients and provide education and financial advice. We help people with decisions that impact their future, family & business. Specializing in planning such as a will, health directive or trust, risk management, wealth accumulation & retirement income plans. Trust I&E Planning Partners to guide you through the planning process with confidentiality, and care. I & E Planning is proud to be a Firm of Lion Street, Inc., a leading financial services company based in Austin, Texas. Lion Street comprises an elite national network of Firms and professionals who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients.