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Client's Best Interest

5340 Weslayan # Unit 271403

Houston, TX 77277-1403

Phone:

832-567-1615

Fax:

713-592-5255

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free  to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free  to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

F. Louis Marshall, Chief Marketing Officer

We believe our clients have an inalienable right to comfortably enjoy the fruits of their labor without losing any of their hard earned MONEY.  Therefore, we truly do not accept risking our clients MONEY, instead, we manage risk.

Furthermore, we are aware that a great number of advisors do not share our viewpoint; as a result, they take risk we do not even consider.  Consequently, our vision remains clear- 'Leadership is putting our client's first, a commitment we make every day.' 

Thank you in advance for the opportunity to provide our services to you.

 


'We only want to talk with you about the MONEY you do not want to lose or cannot afford to lose'

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

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Notes record issuance of municipal bonds and their tax-exempt appeal.

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How much life insurance would you need to produce a sufficient income stream for your family?

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

How Long Will It Take to Pay my Balance?

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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