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
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Bonds may outperform stocks one year only to have stocks rebound the next.
Healthy habits are one of the greatest gifts to give your child.
If you find it hard to attain personal life goals, there’s an app for that!
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Tips to avoid checking in luggage on your next vacation.
The item most homeowners forget on their home improvement project checklist is insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Have you explored all your options when it comes to managing your taxable income?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Are Real Estate Investment Trusts right for your portfolio?
Have you found yourself suddenly single? Here are 3 steps to take right now.
$1 million in a diversified portfolio could help finance part of your retirement.
There are a few things to consider when buying or leasing your next vehicle.