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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

Diversification, Patience, and Consistency

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.
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Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.
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