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
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
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Marriage changes everything, including your insurance needs.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
An increasing number have been developed to help individuals with their personal finances.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
A presentation about managing money: using it, saving it, and even getting credit.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
You’ve made investments your whole life. Work with us to help make the most of them.
What does your home really cost?
There are hundreds of ETFs available. Should you invest in them?
What are your options for investing in emerging markets?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”