Broker Check

Professional Wealth Management Firm in Houston, TX

Houston Retirement Income Planners

At Houston Retirement Income Planners, we are professional wealth managers in Houston, TX. Our goal is to assist clients in achieving their ideal standard of living, from the first dollar they earn to the last dollar they give their heirs. With over thirty years of experience in the financial services industry, we have the expert knowledge to help you find missing pieces to your lifetime financial goals and make adjustments that can take you to the next level. We are an independent firm, so we have zero obligation to sell any specific products or services. We only offer our clients professional wealth management solutions that we believe would be in their best interest. With the highest level of integrity, we offer our clients in Houston, TX, timely and unbiased advice.

Wealth Advisor Houston

For personalized financial advice and wealth management, turn to your local wealth advisor in the Houston, Texas, area. We provide ongoing support for all of your professional wealth management needs to help you work towards your financial goals. A wealth advisor can help you to understand how financial decisions can impact other areas of your life. With a professional wealth management firm in Houston, TX, you get a financial plan that can grow with you and change your life for the better. Making informed and sound financial decisions is simpler when you have a professional wealth management firm working alongside you.

Private Wealth Management Houston: Services

Private wealth management firms offer many services to their clients. With innovative tools and resources, a private wealth manager in Houston, TX, can take your portfolio to the next level. Services utilized in private wealth management often differ from one individual to the next. This is because no two people have precisely the same goals and situations in their lives. Your wealth management plan should be as unique as you are. Some private wealth management services offered at our firm include:

  • Preferred Stocks – A preferred stock is a type of stock granted rights that differ from those of common stocks—for example, higher dividend payments and higher claim to assets in liquidation. Preferred stocks also can have a callable feature, meaning that the issuer of the stock reserves the right to redeem shares at a set price and date indicated in a prospectus. Preferred stocks have similar features to bonds, which is why they can sometimes be referred to as hybrid securities.
  • Asset Allocation – Asset allocation is an investment strategy that aims to balance risk and reward through allocating assets in an investment portfolio in ways that align with an individual’s goals and risk tolerance. Often, diversifying assets in the portfolio is a strategy included in the asset allocation model. Asset allocation is truly dependent on the individual, their age, and their financial goals.
  • Retirement – We work with individuals in every stage of life to build a retirement portfolio that can help them reach their goals and live the life they have always wanted to live in retirement. We go through a strategic planning process to ensure that no pieces of your retirement portfolio are missing.
  • Estate – We help you create an estate plan that aligns with your belief system and values. Know that your wishes will be honored and that you have a plan for how your legacy will live on after you pass away.
  • Investment – Investment planning encompasses so much more than selecting a few stocks to put your money towards. In order to truly maximize your investment planning portfolio, we work closely with you to identify your needs and wants. We create comprehensive strategies to make sure your money is working hard for you in your investment portfolio at a risk level you are comfortable with.
  • Insurance – Protecting what matters most to individuals and families. We provide insurance solutions to manage the risk inherent to life.
  • Tax – Assuring that your tax implications are mitigated and that you have a tax-friendly portfolio.
  • Money – You work hard for your money. We make sure your money works hard for you.
  • Lifestyle – The lifestyle you want is closer than you think. Learn how to preserve and grow your wealth via private wealth management services.

Houston Retirement Income Planners can provide you with best-in-class professional wealth management and personalized retirement planning in Houston, TX. Call us today!

Have a Question?

Thank you!