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Finance / Banking / Insurance

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About

Our firm specializes in helping educators, not-for-profit organizations, families and small business owners in Southeast Texas get more out of life by showing them strategies to help grow their portfolios, protect their assets and increase their income. We believe in improving America through financial literacy, retirement planning and consistent communication with our groups. We consult to our clients' needs. We teach the 10 steps to financial success. We build financial plans suitable to each unique situation. We inform our clients about securities risks so that they can navigate today’s market. We monitor and make recommendations regarding clients’ portfolios for consistentl...