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Roth IRA Magic

IPO Stock Magic

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

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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Financially Savvy at Six Figures

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.
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Stay Safe with a Business Owner's Policy

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
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