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Client's Best Interest

5340 Weslayan # Unit 271403
Houston, TX 77277-1403

Phone:

832-567-1615

Fax:

713-592-5255

E-mail:

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

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F. Louis Marshall, Chief Marketing Officer

We believe our clients have an inalienable right to comfortably enjoy the fruits of their labor without losing any of their hard earned MONEY.  Therefore, we truly do not accept risking our clients MONEY, instead, we manage risk.

Furthermore, we are aware that a great number of advisors do not share our viewpoint; as a result, they take risk we do not even consider.  Consequently, our vision remains clear- 'Leadership is putting our client's first, a commitment we make every day.'

Thank you in advance for the opportunity to provide our services to you.

 'We only want to talk with you about the MONEY you do not want to lose or cannot afford to lose'
Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

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Will You Pay a Medicare Surcharge?

The standard monthly Part B premium is $185 in 2025, but income-based adjustments may apply.

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Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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Have You Set a Retirement Savings Goal?

Guides readers through estimating a realistic retirement savings target.

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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