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


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.


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.