Collaborating with Difference Makers for Lasting Legacy

“Without counsel, plans go awry, but in the multitude of counselors they are established.” Proverbs 15:22

     Our team collaborates with people who care about others and want to make a difference in their lives.  Our mission is to help our clients live the life they want, and have a positive effect on generations of those they care about.  

       We believe that a financial plan does more than make big numbers on a computer screen.  A financial plan improves your quality of life. If our work is going to improve your quality of life, then we have to start by getting to know you.  Our first focus is understanding who you love, how you want to care for them, and the life you want to live.  Our clients often tell us that the planning we do for their family gives them the peace of mind and confidence they need to focus their time and energy on the people and causes that matter most to them.

     We serve clients from a range of backgrounds and life stages, both in and beyond the Greater Houston area. We find our work has the greatest value to folks nearing retirement who want a clear income plan, and established business owners who are ready to plan for the long-term success of their entrepreneurial endeavors. While no two of our clients are alike, they do all share a commitment to the planning process and a desire to make a difference in the lives of others. It’s easy for us to get excited about helping people who share our heart for helping others.

Whether you’re trying to make a difference in your family, your community, or the world, our team will be a resource to help those desires become a reality.

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