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A Retirement Planning and Investment Management Firm

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Houston, TX

Who We Are
What We Do

A team of professionals dedicated to your success

Provide unparalleled service in the financial planning arena

What Makes us Different

Our process and our team make us unique among our peers

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Our Process:

Income in Stages, Money to Last™

Income In Stages Short
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How Safe and Secure are Your Investments?

Learn how SEI Private Trust Company, our Custodian, can provide an additional level of security to your investment portfolio.  A level of security that goes above and beyond what is typically offered by a brokerage firm or bank.

OFFERING YOU UNIQUE SOLUTIONS FOR YOUR UNIQUE FINANCIAL SITUATIONS 

What is a Fiduciary? Simply put, we act in YOUR best interests, 24/7. There will be no hidden fees, no hidden conflicts of interest, and our CFP® professionals will always keep you apprised of what course of action is best for YOU. 

Conveniently Located

At our location on Richmond and Beltway 8 in Houston, you won't have to deal with TOO much traffic! 

Conveniently Located

As a fee-only firm, we do not sell any financial products with commissions attached. No annuities, no insurance, no mutual fund trading costs, etc.

Fee Only Services
Fiduciary

What is a Fiduciary? Simply put, we act in YOUR best interests, 24/7. There will be no hidden fees, no hidden conflicts of interest, and our CFP® professionals will always keep you apprised of what course of action is best for YOU. 

Fiduciary

Meet The Team

Dick Grbac, CFP®

Dick Grbac, CFP®

President

Suzi Grbac

Suzi Grbac

Vice President

Jeremy Joiner, CFP®

Jeremy Joiner, CFP®

Sr. Wealth Advisor

Our Team
Pam Hext

Pam Hext