We provide assistance in the following areas:
Financial Planning
It takes careful comprehensive planning to make the most of your life and your money. We are committed to be there when "life" happens, as it does to all of us, to help you make the best decisions possible for your unique situation. Your comprehensive review will look at:
your current financial situation
determination of your current lifestyle, goals and needs and potential risks
explanation of analysis, options and recommendations
Cash flow and budgeting
Managing Debt
Education Funding if needed
Planning for Retirement
Employer Retirement Plan anaylsis
Wills and Estate Plans
Planning for Tax Liabilities
Review of Risk and Insurance needs
We implement and monitor your plan with semi annual review meetings. This allows for timely adjustments if your situation changes. You will have the confidence that you have an experienced financial professional available for all your financial decisions.
Wealth Management
You're looking for sound investment advice from an advisor you feel you can trust. You need access to quality investment solutions founded on your unique situation. And you need help in developing a coordinated strategy that seeks to address your total wealth picture and changing needs over time. The benefit to you is:
Long term, goal oriented account which better serves your needs
Investment plan based on your needs and goals
Modifications as your needs or long term objectives change
Give us a call today, we're here to help make your financial life easier!
** Registered representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Branch office address: 3214 Clear Water Park Dr. Katy, TX 77450 **