We provide financial life planning which includes planning on how to efficiently replace your paycheck in retirement with your nest egg, social security and other income sources.  Secondarily, we provide college funding answers for parents of high-schoolers, helping develop a tangible game plan for college shopping.

 

We also provide professional money management that is based on your individual and family values.

 

We are located in the Houston, Texas metropolitan area but work with clients throughout Texas both remotely and in-person. 

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We believe in having quality client relationships rather than a large quantity of clients.  As a fee-only fiduciary firm, our purpose is to build and steward financial plans and personalized portfolios that meet the unique needs, wants, and dreams of each of our clients, always putting their interests first.  Since we are fee-only, we do not receive any commissions from the sale of any financial products.

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