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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.

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      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.

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      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'

      Avoiding Probate with a TOD Deed and TOD Account

      Shows how transfer-on-death designations help avoid probate costs.

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      Could There Be a Shift from Growth to Value?

      Examines the possibility of market rotation from growth to value stocks.

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      HOT TOPIC: What’s in the New Tax Legislation?

      Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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      HOT TOPIC: Tariffs: How They Work and Potential Economic Effects

      Explains how tariffs function and their possible economic consequences.

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      Home Affordability

      Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

      College Funding

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

      LTCI Cost of Waiting

      Estimate the potential cost of waiting to purchase a long-term care insurance policy.

      Cost of Retirement

      Use this calculator to estimate how much income and savings you may need in retirement.

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