Have you heard from professional lately? Ou professionals provide support and guidance th the entire scope of your fin With years of client servic we put your needs first wh relieve the stresses of na tax process alo Services Provid Tax Planning Bookkeeping & P Tax Preparati Did we mention tax p Bra D 281.823.7566 info@TheSumPrep.com The Sum Prep offers tax p preparation, and bookkee with a service-first, person Have you heard from professional lately? Ou professionals provide The Sum Prep, LLC is not support and guidance th the entire scope of your fin With years of client servic we put your needs first wh relieve the stresses of na tax process alo Services Provid Tax Planning Bookkeeping & P Tax Preparati Did we mention tax p A PERSONAL APP TO TAX PLAN Learn More
“complimentary” financial planning. This is NOT The Sum. The Sum offers Flat-Fee Financial Planning that includes: Retirement Planning Income Planning Investment Planning* Tax Planning Estate Planning Insurance Planning Risk Management Planning TREY DUNAWAY, CFP®
Financial Planner
Trey is your dedicated financial partner, offering deep, personalized planning through The Sum’s flat fee-based model. With over 15 years of industry experience, he helps clients navigate everything from buying property to preparing for retirement. The Sum delivers financial planning advice without the requirement of investment management through a well-designed planning process.
He creates resilient, goal-focused plans that withstand market changes and helps clients prepare for the “what’s next” of retirement, both financially and emotionally. Trey is known for his straightforward, personable approach. He simplifies complex concepts, avoids jargon, and provides practical guidance to empower clients to make confident financial decisions. *At The Sum investment planning is provided, and investment management is optional. The Sum focuses on the challenging planning topics that matter to you and your family. Let’s get your journey started. TEAM MEMBER SPOTLIGHT Casey Mack, CFP® 281.768.4646 casey@thesumplanning.com thesumplanning.com The Sum is not your typical wealth management firm. Traditional firms charge a fee for investment
• 12 + Years financial planning experience • The Woodlands resident since 2012 EXPERIENCE & QUALIFICATIONS
https://mail.google.com/mail/u/2/#search/mike%40thesumplanning.com/FMfcgzQbgJGSwczRsQqvmSzcjnnvrmhV?compose=CllgCJfqccQJlnKLVXkfSTHGgKrHc… 1/1
The Planning Project, LLC d/b/a The Sum (“The Sum”) is a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The Sum renders individualized investment advice and financial planning services to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. The Sum is not a public accounting firm. management and occasionally provide “complimentary” financial planning. This is NOT The Sum. BRADY COX, CPA, CFP® Retirement Planning Income Planning Investment Planning* Tax Planning Estate Planning Insurance Planning Risk Management Planning The Sum offers Flat-Fee Financial Planning that includes:
281-940-4859 (D) 281-768-4622
Trey@thesumplanning.com
The Sum Prep, LLC is not a CPA firm.
Director of Tax
The Sum Prep offers tax planning, tax preparation, and bookkeeping services with a service-first, personalized touch. Have you heard from your tax professional lately? Our team of professionals provide hands-on support and guidance that considers the entire scope of your financial goals. With years of client service experience, we put The Sum delivers financial planning advice without the requirement of investment management through a well-designed planning process.
your needs first while helping to relieve the stresses of navigating the tax process alone.
*At The Sum investment planning is provided, and investment management is optional. The Sum focuses on the challenging planning topics that matter to you and your family. Let’s get your journey started. TEAM MEMBER SPOTLIGHT Casey Mack, CFP® 281.768.4646 casey@thesumplanning.com thesumplanning.com
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SERVICES PROVIDED: Tax Planning Bookkeeping & Payroll Tax Preparation Did we mention tax planning?
Bra D
281.823.7566 info@TheSumPrep.com
281.823.7566
info@TheSumPrep.com
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