As a firm, we believe in taking a team approach in helping our clients simplify their financial lives.Learn More
Who We Serve
Our typical client is retired or is concerned and focused on preparing for retirement in the future.Learn More
We have been specializing in Retirement Income Planning since 1985. We invite you to learn more about our unique process and how we help our clients.Learn More
We are based out of Houston, Texas, and have been proudly serving clients since 1985.Contact Us
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Your credit score may influence how much you pay for auto and home insurance.
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
All about how missing the best market days (or the worst!) might affect your portfolio.
The decision whether to buy or rent a home may have long-term implications.
There are hundreds of ETFs available. Should you invest in them?
Investors seeking world investments can choose between global and international funds. What's the difference?
Making the most of surprises is a great reason to work with us.