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Roth IRA Magic

IPO Stock Magic

The IPO Money Manager

The New Galaxy

Solo 401(K) Magic

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

Are You Ready for Your Portfolio to Make a Difference?

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.
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Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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Understanding Extended Care

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.
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