We are a passionate team of financial advisors and associates with nearly 80 years of combined industry experience focused on holding ourselves to the highest standard of client care by providing those preparing for retirement, retirees and their loved ones with attentive, educated investment advice. We specifically seek to help connect the present with the future for the hard-working and dedicated physicians and staff of U.T. M.D. Anderson Cancer Center in Houston.
In doing so, we strive to be thoughtful listeners, strategic thinkers, and creative problem solvers. Our roots in assisting Houston's medical professionals with their employer-sponsored retirement plans, pension plans, and benefit packages drew our attention to how overwhelmed individuals felt with the number of decisions they had to make about their money. These decisions – along with the daily household chores of budgeting, managing debt and navigating insurance policies – left many wondering, “Where do I start?” or “Am I on the right track?” That’s where we come in.
In order to help our clients answer these questions, we empower them through education on personal money matters and by discussing what is most important to them. Once we’re able to pinpoint your goals, and identify specific strategies, our highly experienced advisors then have a full understanding of how to help you achieve them. And above all, we believe you’ll be confident in getting there.