Our mission is to make financial planning effortless, fun, and gratifying, which is what we call “FUNANCE”. As a holistic, independent, transparent, fiduciary firm, your goals are our only mission. Every plan is custom designed using the best portfolios and algorithms to give you the best outcome possible.
Our clients always come first.
Our family motto is to be “Healthy, Wealthy and Wise.” This is what we want for you.
– a positive mindset about money and a portfolio that makes you feel empowered and supports your financial freedom. We’ll ease and remove your worries, so you can focus on what makes you happy.
– through the elimination of debt and smart investments to increase your assets and secure your future.
– with the guidance of our experienced financial planners who will only use trusted, disciplined, time-honored strategies.
Utilizing an outside P&C agent
Utilizing an outside Qualified CPA
Tax Implications on
outside Estate Planning Attorney
Trust Power of Attorney
CFP®, CPFA, TGPC
Operations Service Specialist
Client Relations Specialist
Community Relations Manager
Take the Wise approach and schedule a 15-minute discovery call with our team. There’s no obligation or cost, just the opportunity to introduce ourselves and find out if we can be of service.
1801 Kingwood Drive, Suite 160
Kingwood, Texas 77339
281 360 WISE (9473)
281 852 WISE (9473)