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Eubank, Hutson & Associates

Investment Management in Plano, Texas and Beyond

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    • Chip Eubank
    • Keith Hutson
    • Jerod Brockelman, CFP®
    • Megan Landry
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What We Do

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Retirement Planning:

  • Define Goals and Gather Information
  • Analyze Financial Situation
  • Develop & Implement Plan
  • Continuously Monitor & Review

Tax Planning:

  • Retirement Plan Optimization
  • Tax Reduction Strategies for Investments
  • Tax Projections

Estate Planning:

  • Legacy Planning
  • Charitable Giving
  • Wills
  • Power of Attorney

Insurance and Risk Management:

  • Determine life insurance coverage is adequate
  • Review and monitor systematic risk—risk associated with the overall investment market
  • Review and monitor non-systematic risk—risk associated with an individual business or sector
  • Cash flow emergency funds

College Planning:

  • 529 Plans and UTMA savings
  • Optimize financial aid eligibility

Preparing for your future doesn’t have to be overwhelming and time consuming.  Eubank, Hutson & Associates, LLC is here to help guide you, as well as relieve the time it takes to plan so that you can enjoy living life.  Contact us for a free consultation to see how we may be able to assist in your financial planning.

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Recent Posts

  • Qualified Charitable Distributions (QCD) as a Tax-Saving Tool
  • Medicare Cost Information
  • Beware of Possible Estate Planning Issues Lurking in your 401(k) Plan
  • It’s time to change the story of aging

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Contact Us

5928 W. Parker Rd, Suite 1100
Plano, Texas 75093

phone: 972-473-2244
fax: 972-473-7766

About Us

Eubank, Hutson & Associates is a full service firm dedicated to complete comprehensive financial planning, professional, fee-only portfolio management for individuals and businesses.

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