We are an independent commission and fee-based financial services firm focusing on financial planning and the management of investments. Our firm, headquartered in downtown Houston, Texas, advises clients throughout North America.
We are not owned or financially supported by any insurance company, bank, brokerage firm or other financial institution. Therefore, our client recommendations are not influenced by proprietary products.
Our goal is to be your trusted financial advisor coordinating all of your financial decisions. Our clients include individuals, families, retirees, trusts, charities and privately held businesses. As independent financial planners, we work for you. We utilize a fee-based consultative approach and can also offer commission-based services when suitable. Our advice is delivered in a manner that is personal, objective, competent, ethical and confidential.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."