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
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Knowing the rules may help you decide when to start benefits.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The federal government requires deceased individuals to file a final income tax return.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn how to harness the power of compound interest for your investments.
Here are five facts about Social Security that might surprise you.
Here’s a crash course on saving for college.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Why are 401(k) plans, annuities, and IRAs so popular?