614 South Capital of Texas Hwy
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. We offer our resources and services to individuals, couples, families, small business owners, industry specific professionals and employers and their employees.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Whatever your current situation – single, married, divorced, or widowed – it is crucial to educate yourself on your present financial realities and plan for your future, rather than to rely on anyone else. We care about financial planning for women because we know how important it is to be prepared. Whether you’re just starting your career, going back to school, nearing retirement, or a dedicated stay-at-home mom, you have the capability to take charge of your financial future.
For people aged 25-55, we offer 401k assessments, portfolio allocation and advice, diversification from concentrated equity positions, as well as life insurance, planning and investment solutions.
For people already in retirement, we offer retirement assessments, income distribution planning and estate planning to determine how we can help your retirement income last longer.
We create strategies that are tailored to your needs and goals.
Our typical “full service” clients are those with at least $250,000 of investable assets, looking for a professional investment partner.
For young investors, we offer 401k assessments, portfolio allocation and advice, diversification from concentrated equity positions, as well as life insurance, wealth accumulation strategies and and investment solutions.
We also help people determine how they can live a work-optional lifestyle before traditional retirement age.