Understanding Today's Financial Environment
Our investment team is based in the heart of Houston, Texas dedicated to helping investors formulate a clear and specific financial plan that is customized with a focus on tax advantaged wealth accumulation and preservation strategies. We understand that individuals face unique challenges as they prepare for their financial future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Get started today! Contact us to start your complimentary, no obligation consultation, where we can simply the complex, with a holistic approach that will provide personalized recommendations designed specifically for you, providing lifelong guidance in which you can depend.Services We Offer Meet the Team Contact Us
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A letter of instruction provides additional and more personal information regarding your estate.
Marriage changes everything, including your insurance needs.
Read this overview to learn how financial advisors are compensated.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Do your insurance needs stay the same when the nest empties?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Agent Jane Bond is on the case, cracking the code on bonds.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
With alternative investments, it’s critical to sort through the complexity.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Here are five facts about Social Security that might surprise you.