A WISE APPROACH TO
FINANCIAL PLANNING

AS CERTIFIED FINANCIAL PLANNERS, WE PRIDE OURSELVES ON BEING A FIDUCIARY ON BEHALF OF OUR CLIENTS.

Which means we only make financial recommendations that are in your best interest. Our goal is to help you navigate all the stages of your life with a strong financial footing, so you build a better future. We are a holistic, independent, transparent, firm that focuses on finding the best investment vehicles and creating custom plans to meet your goals.

Our clients always come first.

YOUR PATH TO FINANCIAL FREEDOM STARTS HERE.

Our family motto is to be “Healthy, Wealthy and Wise.” This is what we want for you.

Healthy

– 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.

Wealthy

– through the elimination of debt and smart investments to increase your assets  and secure your future.

Wise

– with the guidance of our experienced financial planners who will only use trusted, disciplined, time-honored strategies.

A HOLISTIC PROCESS TO GROW AND PROTECT YOUR FINANCES

Income Source

Income Source

  • Defined Benefit Plan
  • TRS
  • Pensions
  • Inheritance
  • Social Security

Retirement

Retirement

  • IRA
  • Roth
  • 401(k)
  • ORP/403(b)

Debt/ House

Debt/ House

  • Credit Cards
  • Student Loans
  • Mortgage Loans

Personal Investments

Personal Investments

  • After Tax Accounts
  • College Planning
  • Emergency Fund

Risk Management

Risk Management

  • Life Insurance
  • Long Term Care
  • HSA
  • Long/Short Term Disability

Property & Casualty Insurance

Property & Casualty Insurance

Utilizing an outside P&C agent

  • Flood
  • House
  • Vehicle
  • Art
  • Jewelry
  • Umbrella

Tax Strategies

Tax Strategies

Utilizing an outside Qualified CPA

Tax Implications on
Financial Decisions

Legal Strategies

Legal Strategies

Utilizing an
outside Estate Planning Attorney

Wills

Trust Power of Attorney

We’re here to guide you


CFP®, CPFA, TGPC
Retirement Specialist


CFP®
Wealth Specialist


Operations Service Specialist


Client Relations Specialist

Next Steps

We offer our clients flexible pricing on a commission, fee, or hourly basis. Just let us know what you’re comfortable with in our initial meeting.

LOCATION
1801 Kingwood Drive, Suite 160
Kingwood, Texas 77339

PHONE
281 360 WISE (9473)

FAX
281 852 WISE (9473)