Overview

If you are looking for an experienced advisory team to look after and take care of your clients and their families, we would love to help you transition to your retirement. Our team has over 120 years of experience, with a built in continuity plan for future generations. Our advice is tailored to each client's individual needs beginning with a comprehensive discussion about their family, their business if applicable, and the vision they have for future generations in their family or the organizations or causes they care about. We then craft a personalized plan to address the needs and desires of the client, with options for accomplishing their goals. As strategies are implemented, we maintain a regular follow up and tracking schedule to make sure the client is still on track, while integrating new goals and objectives. We are capable of servicing clients from multiple offices in the Houston and Surrounding Areas to include The Woodlands, Galleria, Sugar Land, and Clear Lake, with meetings at the client's home or business by request. We love what we do as advisors and hope you will consider me and my team for your succession plans!

You can view my background and that of my team by visiting my website at ___ .

Market
Advisor/RIA
Member Level
Chalice
Last Activity
within 3 months

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