Trusted Knowledge
& Experience

Financial Planning Services in Copperas Cove, TX

John Lister, Inc., PC provides complete and comprehensive financial planning services to both individuals and businesses in a variety of industries. We know what it takes to meet your goals—from initial meetings through the ebbs and flows of an ever-changing financial and regulatory environment.

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Our Financial Services

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. John Lister, Inc., PC’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to disburse one’s estate to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.

Financial and Retirement Planning

John Lister, Inc., PC’s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, John Lister, Inc., PC can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Entity Selection and Restructuring

Your business entity impacts your taxes and other liabilities. From your company’s inception through its growth and development, John Lister, Inc., PC can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. John Lister, Inc., PC combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company’s success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you’re buying, selling, or considering a potential merger, John Lister, Inc., PC can provide professional know-how to help you successfully structure and negotiate the deal. John Lister, Inc., PC employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.

Debt and Finance Advising

Whether your needs are corporate or personal, John Lister, Inc., PC’s professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you can handle the payments and the amounts of your current debts, our expertise may be able to save you money and lower your payments.
For more information about our
financial planning and advising services,
please contact us at 254-547-0773 today!