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Michael

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Recent Information

3 Key Questions to Help You Plan for Extended Care and Protect Your Family
What the Social Security Fairness Act Means for Your Retirement: Key Changes and Next Steps
Lessons from Jimmy Carter: Planning for a Longer Life with Guaranteed Income
More Than Money: How Planning Reflects Your Love and Responsibility
November Spotlight: Diabetes Awareness and Modern Longevity Planning

Location

Please call or email our office for the location nearest you! As nationally recognized experts our firm and/or our managing partners are able to serve residents of AL, AZ, AR, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, ME, MA, MD, MI, MO, MS, NV, NH, NJ, NM, NY, NC, ND, OH, OK, PA, RI, SC, TN, TX, UT, VA, WA, WV, WI, and WY. If you are coming to us by referral and are a resident of a state not listed, please bring that to our attention.

Main Phone Line
713-861-4017

Privacy Policy

Check the background of your financial professional on FINRA's BrokerCheck We are all about client education We take a very consultative approach with clients and therefore create a lot of educational content for client use. In fairness, we often offer this to the general public for free and openly have conversations about the material within in many settings. If an industry professional wishes to use our copywritten content we ask that they obtain written permission and pay for any downloads, regardless of use. The fee for industry professionals varies per piece with a minimum of $150 per download.