You built the business
We'll help you build the life it funds.
Faith. Family. Finances.
At 11 Financial, we help business owners align today’s decisions with tomorrow’s legacy—so your wealth serves a purpose beyond the balance sheet.
We Specialize in Financial Planning for
Business Owners
Planning Beyond the Present
Running a business creates opportunity—and complexity. Whether you’re an Entrepreneur, Founder, or Business Owner, you probably have complex questions about your future.
We specialize in comprehensive financial planning designed specifically for business owners who want to protect what they’ve built, minimize unnecessary risk and taxes, and create a clear path toward long-term wealth and impact.
Our approach looks beyond “right now” to help you make informed decisions that support your family, your values, and your future. We can help you through those complex questions.
How do I stop paying so much in taxes?
Is my personal wealth protected from my business liability?
What’s my plan to sell or pass on my business?
The Business Owner's Exit Readiness Assessment
Retirement planning doesn’t have to feel overwhelming. We created this checklist to be a tool that helps you clearly see what’s in place, what may need attention, and what steps make sense next. Download the checklist for a simple, practical way to bring more clarity and less stress to your retirement planning.
Trusted by Industry Leaders
Our Simple, 3-Step Process
01
Schedule Your Call
02
Build Your Custom Plan
03
Implement Your Plan
Our Team
The 11 Financial Difference
Fiduciary & Fee-Only
As fiduciaries, our responsibility is clear: act in your best interest—always. Our fee-only structure ensures transparent advice without commissions or conflicts.
Values-Based Plans
Your financial strategy should reflect what you believe in. We integrate faith, family priorities, and long-term purpose into every plan we create.
Business Owner Experts
From tax-efficient strategies and investment management to succession, legacy, and sudden wealth planning, we understand the unique challenges business owners face—because that’s who we serve every day.
Contact Us
- 504 S First St, Lufkin, TX 75901
- [email protected]
- (936) 899 - 5629
Send Us A Message