Who We Serve
Our typical client is retired or is concerned and focused on preparing for retirement in the future.Learn More
As a firm, we believe in taking a team approach in helping our clients simplify their financial lives.Learn More
How We Do Business
We believe in full disclosure and invite you to learn more about the unique way our firm is compensated.Learn More
We are based out of Houston, Texas, and have been proudly serving clients since 1985.Contact Us
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
One of the most common questions people ask about Social Security is when they should start taking benefits.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Are you ready for retirement? Here are five words you should consider.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Are Real Estate Investment Trusts right for your portfolio?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here is a quick history of the Federal Reserve and an overview of what it does.