Houston Financial Advisors & Planners, Retirement Planning, Estate Planning

Independent, Professional Management of Your Finances

Welcome to the website of Greenbriar Financial.  We are an independent fee-only and fee-based financial advisory firm focusing on financial planning and the management of assets. Our firm, headquartered in downtown Houston, Texas, advises clients throughout the United States.

We are not owned or financially supported by any insurance company, bank, brokerage firm or other financial institution.  Therefore, our client recommendations are free from the influence of any outside party.

Our goal is to be your trusted financial advisor coordinating all of your financial decisions.  Our clients include individuals, families, retirees, trusts, charities and small businesses.  As independent financial planners, we work for you.  We utilize a fee-based consultative approach with no hidden commissions or charges.

We are particularly strong in investment management, financial planning, estate planning, retirement planning, tax planning, and education planning.  Our advice is delivered in a manner that is personal, objective, competent, ethical and confidential.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

Shelter Your Retirement Lifestyle

An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.

When Investing Pays Dividends

Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

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