CRIS Financial is one of the most highly regarded retirement planning firms in Houston. No matter what level of experience you have with investing, we can develop a customized financial program that takes your entire profile into account: your age, assets, goals and more.

1. Retirement Planning Houston

2. OUR SERVICES
What We Do
CRIS Financial is one of the most highly regarded retirement
planning firms in Houston. No matter what level of experience
you have with investing, we can develop a customized financial
program that takes your entire profile into account: your age,
assets, goals and more.
As we work together to create and maintain your personalized
financial program, our advisors will educate and inform you
regarding every investment opportunity and preservation
strategy. Consistent with our Safe Money Alternatives
approach, we will carefully walk you through a step-by-step
process that will allow you to feel confident with your financial
decisions throughout every stage of life.

3. Even if you are not actively interested in retirement
planning, Houston's CRIS Financial advisors can help you
use your money to your best advantage, so that it will be
there when you need it most. Once your goals have been
established, CRIS Financial will customize an appropriate
strategy to suit your vision and meet your objectives
based on your risk tolerance. We will help you execute a
solid financial program that will accomplish your goals.

4. We are here to help you with:
• Retirement Income Planning
• Tax Management
• Investment management
• Retirement Strategies
• Estate Conservation
• Insurance and Annuity Products
• IRA’s and IRA Rollovers
• 401K Rollovers

5. Learn More Now
If you are ready to speak with a financial advisor/retirement
planning professional in Houston, contact CRIS Financial now to
request a consultation appointment. John Glowacz or Jim
Donewald will be glad to meet with you, listen to your
questions and concerns, and provide you with information that
can help you make a decision about how to proceed.
This is a no-obligation appointment, but we appreciate the
opportunity to meet with you and present you with our
qualifications. Contact us now for investment strategies, asset
management and retirement planning services in Houston.

6. CRIS Financial
810 S. Mason Rd. ste 140
Katy, TX 77450
Phone Number: 281-665-3081
Fax Number: 281-391-7609
info@CRISfinancial.com
Contact Information