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Roth IRA Magic

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The IPO Money Manager

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401(K) Rollover

Life Insurance for Children

Professional Wealth Management

Retirement Income Planning

You Don't Know Annuities

You Don't Know Life Insurance

You Don't Know Long-Term Care

Our Firm

Houston Retirement Income Planners' goal is here to help you plan for, and potentially achieve and live the retirement lifestyle you seek.

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Preferred Stocks

Preferred Stocks are the most overlooked investment in planning the 'fixed income' part of the Asset Allocation Model. That's why I have devoted a whole page of my website to explain Preferred Stocks to you.

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Asset Allocation

At Houston Retirement Income Planners, we take into account all investment possibilities you qualify for in creating an Asset Allocation that can suite your investment risk profile, while still getting you where you want to be financially by the time you retire.

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Resource Center

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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What If Your Kids Decide Against College?

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
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Silver Sneakers 101

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.
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