Who We Help

Risk versus time. In terms of achieving your financial goals, age and life expectancy are two key factors that should drive your investment strategy, as they determine your investment time horizon—the amount of time you intend to hold an investment. The more time you have, the more risks you can afford to take since you’ll have more time to recover from any potential losses.

By developing a diversified portfolio emphasizing value and income, we can help maximize your potential returns by prioritizing your financial goals and risk tolerance with your investment time horizon. And because that horizon changes, we’ll periodically re-evaluate to meet your needs. Investment strategies should vary based on age group and risk tolerance.

Choosing the right investment advisor in developing investment strategies can be a significant factor before moving forward. It is important to determine if the investment advisor you are working with or interviewing has the level of experience, knowledge, and a clean background with which you are comfortable. Just as important, you should also make sure that your investment advisor is fee-only and fully independent. Hiring a fee-only investment advisor will help remove many of the conflicts of interest that an advisor may have in designing your investment strategies.

With these principles in mind, we are experienced in working with people in the following categories. If you feel that you fit into one or more of the categories below, please call us at 713-850-8900 to set up an initial meeting where you can meet one-on-one with a financial advisor.

Retirees & Pre-Retirees

We can help you plan for a smooth transition to retirement and develop a retirement income strategy that works for your needs and risk tolerance.

Energy Sector Employees & Retirees

We develop a comprehensive financial plan for your retirement decision that gives careful consideration to your specific spending goals and unique industry and company-specific risks you may face retiring from the energy sector.

Individuals

Whether you need advice as a business owner, an executive, a retiree, or all of the above – we understand your needs as an individual. We understand that demanding schedules can leave you little time to look after financial matters. That’s why we are committed to being your advocate, a commitment that begins on day one.

Couples

We help affluent couples re-establish lines of communication. In fact, couples comprise the majority of our business. We listen. We evaluate each partner’s unique financial goals and concerns. Then, once we establish a common ground, we help build a customized path to prosperity that meets each partner’s unique needs.