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Planning Your Future

It’s your retirement, you should have control over it. We offer our experience and knowledge to help you design a custom strategy for financial independence.

Contact us today to schedule an introductory meeting!

Houston Office

4635 Southwest Fwy #162
Houston, TX 77027

Phone: 713-871-5919
Fax: 281-806-5934

Email: [email protected]

Testimonials From Our Valued Clients

Paul, 

Thanks for waking us up! Now it is up to us to work hard! Thanks for the time you took in teaching us the skills & knowledge we need to be successful in our finances!

Carl H.

Dear Paul,

A note of thanks for doing your finance programs for our customers. The feedback as always was very positive. It was great to relax + share jokes with dinner. You are always welcome + feel free to drop in if out for a drive with mom and dad. (Please call ahead because 3 girls keep us on the go.) I’d love my family to meet you.

Tom

Dear Paul,

I wanted to let you know that I thoroughly enjoyed your seminar in Atlanta. I have taken several seminars in the last several years, and you are one of the best facilitators I have come across. You said you hoped you would touch at least one person in the class. You definitely touched me and the timing is perfect. 

Just before I went to the seminar, my wife, Kathy, and I were discussing finding a financial planner. I learned more about personal finance in your class that I could have ever hoped to, and would like to take you up on your offer to do an analysis of our current financial situation. 

David M.