Our business is based on family values, which means you will never be just a number to us!

Founded in 1998, we have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

We help retirees and pre-retirees get the financial guidance and service they need and deserve to plan for their financial independence.

 

Join Us for Dinner!

UPCOMING 2021 DINNER SEMINARS


Tuesday, January 12, 2021 6:00 PM
Opus
2500 South Shore Blvd.
League City, TX 77573

Thursday, January 14, 2021 6:00 PM
Opus
2500 South Shore Blvd.
League City, TX 77573

Tuesday, February 16, 2021 6:00 PM
Killen’s Steakhouse
6425 Broadway Street
Pearland, TX 77581

Thursday, February 18, 2021 6:00 PM
Killen’s Steakhouse
6425 Broadway Street
Pearland, TX 77581

Tuesday, March 23, 2021 6:00 PM
Saltgrass Steakhouse
3233 E Sam Houston Parkway S
Pasadena, TX 77505

Thursday, March 25, 2021 6:00 PM
Saltgrass Steakhouse
3233 E Sam Houston Parkway S
Pasadena, TX 77505

Tuesday, April 13, 2021 6:00 PM
CANCELLED: Haak Vineyards and Winery
6310 Avenue T
Santa Fe, TX 77510

Thursday, April 15, 2021 6:00 PM
Haak Vineyards and Winery
6310 Avenue T
Santa Fe, TX 77510

Tuesday, April 20, 2021 6:00 PM
Opus
2500 South Shore Blvd.
League City, TX 77573

Thursday, April 22, 2021 6:00 PM
Opus
2500 South Shore Blvd.
League City, TX 77573

Tuesday, May 11, 2021 6:00 PM
Killen’s Steakhouse
6425 Broadway Street
Pearland, TX 77581

Thursday, May 13, 2021 6:00 PM
Killen’s Steakhouse
6425 Broadway Street
Pearland, TX 77581

Tuesday, June 15, 2021 6:00 PM
Saltgrass Steakhouse
3233 E Sam Houston Parkway S
Pasadena, TX 77505

Thursday, June 17, 2021 6:00 PM
Saltgrass Steakhouse
3233 E Sam Houston Parkway S
Pasadena, TX 77505

Tuesday, July 20, 2021 6:00 PM
Opus
2500 South Shore Blvd.
League City, TX 77573

Thursday, July 22, 2021 6:00 PM
Opus
2500 South Shore Blvd.
League City, TX 77573

Tuesday, August 24, 2021 6:00 PM
Killen’s Steakhouse
6425 Broadway Street
Pearland, TX 77581

Thursday, August 26, 2021 6:00 PM
Killen’s Steakhouse
6425 Broadway Street
Pearland, TX 77581

Tuesday, September 28, 2021 6:00 PM
Saltgrass Steakhouse
3233 E Sam Houston Parkway S
Pasadena, TX 77505

Thursday, September 30, 2021 6:00 PM
Saltgrass Steakhouse
3233 E Sam Houston Parkway S
Pasadena, TX 77505

Tuesday, November 2, 2021 6:00 PM
Opus
2500 South Shore Blvd.
League City, TX 77573

Thursday, November 4, 2021 6:00 PM
Opus
2500 South Shore Blvd.
League City, TX 77573

Tuesday, December 7, 2021 6:00 PM
Killen’s Steakhouse
6425 Broadway Street
Pearland, TX 77581

Thursday, December 9, 2021 6:00 PM
Killen’s Steakhouse
6425 Broadway Street
Pearland, TX 77581

Come To A Workshop!

UPCOMING 2021 EDUCATIONAL WORKSHOP SCHEDULE


Tuesday, January 5, 2021 6:00 PM
South Shore Harbour Resort – Amphitheater
2500 South Shore Blvd.
League City, TX 77573

Thursday, January 7, 2021 6:00 PM
South Shore Harbour Resort – Amphitheater
2500 South Shore Blvd.
League City, TX 77573

Tuesday, February 9, 2021 6:00 PM
South Shore Harbour Resort – Amphitheater
2500 South Shore Blvd.
League City, TX 77573

Thursday, February 11, 2021 6:00 PM
South Shore Harbour Resort – Amphitheater
2500 South Shore Blvd.
League City, TX 77573

Tuesday, March 9, 2021 6:00 PM
South Shore Harbour Resort – Amphitheater
2500 South Shore Blvd.
League City, TX 77573

Thursday, March 11, 2021 6:00 PM
South Shore Harbour Resort – Amphitheater
2500 South Shore Blvd.
League City, TX 77573

Tuesday, June 8, 2021 6:00 PM
TBD: South Shore Harbour Resort
2500 South Shore Blvd.
League City, TX 77573

Thursday, June 10, 2021 6:00 PM
TBD: South Shore Harbour Resort
2500 South Shore Blvd.
League City, TX 77573