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
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Being healthy not only makes you feel good, it may also help you financially.
Earnings season can move markets. What is it and why is it important?
Retirees traveling abroad need to know that their health insurance travels with them.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
What are your options for investing in emerging markets?
Around the country, attitudes about retirement are shifting.
Here are five facts about Social Security that might surprise you.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
How do the markets usually react to elections? Was the 2016 election any different?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.