CONNECT

Address:

7316 Pine Drive
Alvin, TX 77511

Phone:

(281) 393-2056

Fax/Other:

(281) 393-2057

Points to Ponder

Do You Know If:

 

  • Your current financial commitments are the appropriate ones for your goals?
  • Your insurance needs are being met in the most cost effective manner for your particular situation?
  • Your investments are the most appropriate ones for you given your time horizons and risk tolerance?
  • Your children and/or grandchildren's college funding program is adequate to finance at least four (and possibly more) years of future college costs?
  • Your employer-sponsored plan is appropriately allocated and balanced to your personal investments?
  • Your current retirement plans (including IRA's) are achieving the return you need to retire with your expected level of income?
  • Your taxes could be reduced or potentially eliminated?*
  • Your heirs may face a potential estate tax upon your death?*

 

If you are unsure or the answer is "NO," then you could face financial hardships needlessly.

 

If you don't have the time, desire, or knowledge to effectively answer these questions on your own, then YOU NEED SOMEONE WHO CAN DO IT FOR YOU!

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck