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

 
Newsletter Sign up

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

 
E&K Events
 .............................................
 
 Conference Call Series
 
Mid-Year Market Update
and Analysis
Presented by
Lane M. Jones
CFA, CFP®  - Principal 
Chief Investment Officer
Date: July 27,2010
Time: 1:00 pm - 1:45 pm EST
To receive call access information please register
.............................................
 
 Webcast
 
Will you outlast your money?
Presented by: 
Charles Bennett Sachs
CFA, CFP®  - Principal 
Vice President /Wealth Manager  
 
One of the most difficult questions to answer is whether your investments will support your current lifestyle throughout your lifetime .
please click here to receive the next presentation date
.............................................
 
Seminar
We will hold a series  of in-house seminars on the "Six most common retirement planning mistakes" starting October 12th , November 17th and January 11th. Space will be limited to pre-register please click here
 
 

 
Evensky & Katz Wealth Management
 
Planning to Live Well 
 
Who are we?  
Evensky & Katz  is a nationally respected wealth management firm with over 20 years of experience understanding
and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to
Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principles
of client-focused educated financial advice.
  
Structured To Deliver Objective Advice
Our firm provides financial planning and wealth management service on a fee-only basis.
This means our only source of income is from the fees we charge. No commissions. No incentives for specific products.
We avoid conflict of interest.
 
Unfortunately, as we have seen all too often, many financial services companies have inherent conflicts of interest which
benefit their executives and sales people, but may harm their clients.
 
By contract, Evensky & Katz has structured the firm to ensure our focus stays squarely on your success.
In addition, Evensky & Katz serves as fiduciary for our clients, meaning we are legally obligated to place your interest
first and provide financial services expressly designed to meet your goals.
 
We Want You To Set Your Goals
At Evensky & Katz, we believe clients set their own goals. We provide the information and assistance to help you define,
quantify, and prioritize those goals. Then, we measure our results by your success in achieving those goals.
 
 
 

For 2009 Municipal Bond Funds Tax click here 
 
E&K ARTICLES and News
 
 
Charles Bennett Sachs
CFA, CFP®
Principal, Vice - President
................................
 
 
Brett Horowitz, CFP®,AIF®
Principal, Vice - President
................................
 
 
Taylor M. Gang, CFP®,AIF®
Principal, Vice - President 
................................
 
Morningstar Series
Harold Evensky, CFP®,AIF® 
appeared on Morningstar 
video reports about the following topics:
 
 
 
 
................................
 
Consuelo Mack Wealth Track Retirement Income
 
 
Harold Evensky,CFP®,AIF®
President
................................ 
 
 
Lane M. Jones, CFA,CFP®,
Principal  - CIO
................................ 
 
CBS 4Your Money Team
featuring
Lane M. Jones and
Matt McGrath
 
 
 
 

©2005 Evensky and Katz Wealth Management