Live in San Antonio, and also Karnes County in south texas.

We are interested in retaining someone for a consultation regarding income that is expected to come in within the next few months. I am not really looking for an accountant, more a tax professional, on how to best invest it or to pass it on to future generations. Any help would be greatly appreciated.

Holistic Planning is what you're looking for!

Asel Lindsey, board certified tax attorney and estate
San Antonio
210-554-5298
alindsey@dykema.com

https://www.dykema.com/people/asel-m-lindsey.html

Looking for a similar resource in Houston.

Wife and I may start a search for financial planning and the "holistic" idea is definitely what we would be looking for, so I might want to connect.

We'd love to chat and see if we could help!