Comprehensive Financial Services Tailored for Texas Residents & Businesses

As Texas's premier financial planning firm, we provide comprehensive solutions tailored to the unique needs of Texas residents. From maximizing the benefits of Texas's no state income tax to creating retirement strategies that consider Austin and San Antonio's economic growth, our services help clients throughout Texas build and preserve wealth efficiently.

Strategic Tax Planning for Texas Residents

Our specialists ensure you find every credit and deduction available for your tax situation, maximizing your returns and minimizing liabilities with Texas-specific strategies designed for Austin and San Antonio residents.

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Professional Bookkeeping for Texas Businesses

Our dedicated accounting team will save you time and money so that Texas business owners can focus on what matters most - growing your business in Central Texas's thriving economy, including Austin and San Antonio markets.

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Small Business Payroll Management

We offer a variety of payroll options that can be customized to meet your business's specific needs, alleviating the pains of payroll management for Texas enterprises and ensuring compliance with state regulations.

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Investment Planning for Texas's Growing Economy

Create a diversified investment strategy that aligns with your risk tolerance and financial goals to build and protect your wealth for generations with Austin and San Antonio's economic advantages in mind.

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Asset Protection for Texas Property Owners

Safeguard your hard-earned assets from potential creditors, lawsuits, and other risks with comprehensive protection strategies tailored to your situation and Texas laws for property owners in Austin, San Antonio, and beyond.

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Retirement Planning for Texas Professionals

Create a comprehensive retirement strategy that helps you achieve financial independence and leave a lasting legacy for future generations leveraging Texas tax advantages and Austin and San Antonio's strong economic growth.

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Texas-Specific Estate Planning Solutions

Protect your assets and provide for your loved ones with comprehensive estate planning strategies tailored to your unique situation and Texas inheritance laws for families and business owners throughout Texas.

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Life Insurance Planning for Texas Families

Ensure financial protection for your loved ones with tailored life insurance solutions that provide peace of mind and security for the future of your family integrated with your Texas financial strategy.

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Educational Funding for Texas Families

Prepare for your heirs' futures with dedicated educational planning strategies and tools designed to support their academic and professional journeys, including Texas 529 plans and local scholarship opportunities.

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Gilani Legacy Group team of certified financial professionals in Austin and San Antonio, TX

About Us

Texas's Most Trusted Financial Professionals Since 2015

Founded in Texas in 2015, Gilani Legacy Group has grown to become one of the state's most trusted financial firms. Our team of certified financial professionals and tax experts specializes in helping high-net-worth individuals, business owners, and families throughout Austin, San Antonio, and surrounding areas.

Our financial professionals' deep understanding of Texas tax laws, local real estate markets, and regional economic trends allows us to create integrated strategies that other firms miss. As Texas residents ourselves, we understand the unique financial opportunities in our growing cities.

Expert financial professionals with in-depth knowledge of Texas tax advantages

Personalized service tailored to Austin and San Antonio's economic landscapes

Comprehensive approach to your financial well-being in Texas

Transparent communication and regular updates for our Texas clients

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Austin & San Antonio's Unique Financial Advantage

Central Texas's robust economy offers distinct financial opportunities our professionals help you leverage. Our local expertise in these major markets gives our clients strategic advantages in building and preserving wealth.

Financial Planning in Austin, Texas

Austin's dynamic economy, rapidly appreciating real estate market, and strong tech sector create unique financial planning opportunities. Our Austin professionals help clients navigate the city's growth while maximizing Texas's tax benefits.

Downtown & Central Business District

Investment strategies for urban professionals in Austin's thriving business center and tech corridor (78701, 78703).

West Lake Hills & Tarrytown

Estate planning and wealth preservation for high-net-worth families in Austin's premier neighborhoods (78746, 78703).

North Austin & Tech Corridor

Specialized planning for tech professionals in Austin's Domain and tech campuses (78758, 78759).

South Austin

Financial solutions for creative entrepreneurs and small business owners in Austin's artistic communities (78704, 78745).

Financial Planning in San Antonio, Texas

San Antonio's diverse economy, military presence, and healthcare industry create unique financial planning opportunities. Our San Antonio professionals help clients navigate the city's stable growth while maximizing Texas's tax benefits.

Downtown & River Walk

Investment strategies for professionals in San Antonio's tourism and business hub (78205, 78215).

Medical Center & Healthcare

Specialized planning for healthcare professionals in San Antonio's medical district (78229, 78230).

Military Community

Financial planning tailored for military personnel and veterans near San Antonio's bases (78234, 78148).

Alamo Heights & North Central

Wealth management and estate planning for established families in San Antonio's prestigious neighborhoods (78209, 78248).

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Why Texas Families Trust Gilani Legacy Group for Their Future

"Their deep understanding of Texas tax laws saved our family over $12,000 last year. As Austin business owners, we appreciate Nader's proactive approach and local expertise with Central Texas financial strategies."

Sarah Johnson

Small Business Owner in North Austin (78758)

"After moving to San Antonio from California, we needed financial professionals who understood the Texas financial landscape. Neda at Gilani Legacy Group made our transition seamless and optimized our investment strategy to take advantage of Texas's tax benefits."

Michael Reynolds

Tech Executive in San Antonio (78215)

"The Gilani team's estate planning services gave us peace of mind knowing our Austin properties and assets will be protected for our children. Their knowledge of Texas inheritance laws and property strategies was invaluable for our family's future."

David & Lisa Thompson

Family Clients from West Lake Hills (78746)

Meet Our Certified Texas Financial Professionals & Tax Specialists

Our team of certified financial professionals brings expertise, dedication, and a personalized approach to every client relationship. With deep knowledge of Austin and San Antonio's economic landscapes and Texas tax advantages, our professionals develop strategies tailored to your unique financial goals.

Nader Gilani, CEO, Chartered Accountant & Tax Professional at Gilani Legacy Group

Nader Gilani

CEO, Chartered Accountant & Tax Professional

Chartered Accountant
Certified Tax Specialist
MBA, Finance
Specialties:

Texas tax optimization, business tax planning, and wealth preservation strategies for high-net-worth Texas residents and business owners in Austin, San Antonio, and surrounding areas.

Experience:

With over 15 years in Texas financial services and deep knowledge of Texas tax law, Nader helps clients navigate complex financial decisions and optimize their tax efficiency throughout Central and South Texas.

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Neda Gilani, Financial Professional at Gilani Legacy Group

Neda Gilani

Licensed Financial Professional

Licensed Financial Professional
Retirement Planning Specialist
BS in Finance
Specialties:

Comprehensive retirement income planning, Texas investment management, and estate planning strategies for professionals and families in Austin, San Antonio, and surrounding communities.

Experience:

Neda's expertise in creating sustainable retirement income plans has helped hundreds of Texas families achieve financial independence while preserving their legacy in Texas's favorable tax environment.

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Key Benefits of Working With Our Texas Financial Experts

Texas Trusted Professionals

Our Texas-based team works with a deep-seated commitment to your financial wellbeing, building relationships based on trust and transparency with every client. Our local expertise ensures we understand your unique circumstances in Austin, San Antonio, and beyond.

Texas-Specific Financial Solutions

From retirement planning to tax optimization, we address every aspect of your financial world with integrated strategies tailored to Texas regulations and local market conditions to help you maximize the Texas tax advantage in both Austin and San Antonio.

Texas Asset Protection Strategies

We help safeguard your wealth with strategic planning that protects what you've built for generations to come in accordance with Texas law and local real estate market trends. Our expertise in Austin and San Antonio gives you an edge in preserving wealth.

Texas Financial Planning FAQs: Tax, Retirement & Wealth Management

What makes financial planning in Texas different from other states?

Texas offers unique advantages including no state income tax, which creates special opportunities for tax planning and retirement strategies. Our financial professionals specialize in maximizing these Texas-specific benefits for clients in Austin, San Antonio, and throughout Texas, helping them keep more of their hard-earned wealth.

Austin and San Antonio's growing economies and Texas's favorable tax environment provide unique retirement planning opportunities. We help residents leverage these advantages through strategic investment planning, tax-efficient withdrawal strategies, and estate planning designed specifically for Texas residents to maximize retirement income in both markets.

Austin and San Antonio's thriving entrepreneurial communities face unique challenges. We provide Texas business owners with specialized services including business succession planning, tax optimization strategies specifically for Texas business structures, retirement planning for owners and employees, and bookkeeping services tailored to Texas business regulations.

We help clients integrate Austin and San Antonio real estate opportunities into their broader financial plan through strategic property investments, tax-efficient approaches to real estate holdings, evaluation of rental income potential, and coordinating property assets with retirement and estate planning. Our professionals stay current on neighborhood trends and property tax considerations unique to Central and South Texas.

Texas residents can leverage several tax advantages with proper financial planning, including no state income tax, no state capital gains tax, and property tax homestead exemptions. Our financial professionals create strategies that maximize these Texas-specific benefits while ensuring proper federal tax planning for optimal overall tax efficiency for our clients throughout Austin, San Antonio, and surrounding areas.

Austin & San Antonio Financial Planning Specialists

We proudly serve clients throughout Austin, San Antonio, and surrounding communities including Round Rock, Cedar Park, Georgetown, West Lake Hills, Alamo Heights, Boerne, and New Braunfels. Our local expertise in Central and South Texas's economic landscape gives our clients a distinct advantage in building and preserving wealth.

Discover Our Texas Advantage

Need a Customized Financial Solution in Texas?

If you're a Texas resident, small business owner, or professional, we have the tools and services to grow your bottom line and secure your financial future. Get in touch with us and we'll provide the right solution for your unique needs in the Texas financial landscape.

Schedule a Free Consultation

Schedule Your Free Consultation With Our Texas Financial Team

Let's simplify your finances and help you achieve your financial goals in Austin, San Antonio, and throughout Texas.

Let's Start a Conversation

We're here to help you navigate your financial journey in Texas. Reach out to us with any questions or to schedule a consultation with one of our expert professionals who understand the unique opportunities in the Texas financial landscape.

Phone

(210) 956-1572

Email

info@gilanilegacygroup.com

Hours

Monday - Friday: 8:00 AM - 6:00 PM

Saturday: By Appointment

Locations

Austin, TX - 78701

San Antonio, TX - 78205

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