Build Wealth. Protect It. Pass It On.

At Sands Planning Group, we know that growing wealth is just the beginning. For business owners, entrepreneurs, and high-net-worth individuals, the true challenge lies in strategy; protecting what you've built, scaling your business, and ensuring your legacy lasts for generations.

Who we Serve

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Leaders & Visionaries

A doctor with a beard and stethoscope smiles while writing on a clipboard, as he talks to a woman in a light pink sweater in a medical office.

High-Achieving Professionals

Man relaxing in office, smiling, talking on phone, with feet on desk.

Entrepreneurs & Business Owners

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Families of Wealth

We Understand Your Challenges

  • Tax Burdens

    Are you leaving money on the table with unnecessary taxes?

  • Legacy Concerns

    Unsure how to protect and pass on your wealth?

  • Wealth Complexity

    Struggling to simplify and manage what you’ve built?

  • Business Challenges

    Seeking strategies to scale and retain top talent?

You’re not alone — and you don’t have to navigate these challenges alone.

We take a personalized approach to wealth and business planning. Our team simplifies the complexities so you can focus on scaling your business, securing your future, and achieving balance.

Working with Sands Planning Group has been a game changer for my business and my family’s future. Before partnering with them, I felt like I was leaving money on the table and didn’t have a clear strategy for protecting my assets, minimizing taxes, or ensuring my legacy would be passed down exactly how I envisioned. They provided me with the tools and connected me with the right partners to optimize my overall situation. I now have a clear plan in place, and I’m confident that the steps we’ve taken together will secure my family’s future for generations to come.
- Mark, TX

Learn more about how we can work together.