We are a Houston-based fee-only financial firm that offers financial advisory services for clients in various life stages. Many of our clients are oil and gas employees approaching retirement, but we also serve physicians, attorneys, business owners and mid-career professionals.
Detail-oriented, comprehensive financial planning is a core competency, but we also offer cost-effective, long-term asset management for clients with larger portfolio balances ($750,000+).
Our services include advice on:
- Retirement Planning
- Retirement Income Strategies
- Investment Management
- Education Planning
- Insurance and Annuity Analysis
- Estate and Charitable Planning
- Pension Election Analysis
- Rental Property Analysis
- Employee Benefits Advice
- Executive Compensation Advice:
- Deferred Compensation
- Restricted Stock
- Stock Options