Member To Member Deal

Fee-Excluded Financial Consultation
Find a financial professional that understands you, and future goals.
Your finanical future is important, not only to you and your family, but to me. Knowing all of the different ways to save for retirement, and finanicially protecting your family may sound very complex, and impossible. On top of knowing the different ways to save and protect, finding the right financial professional that understands you and your financial goals may be difficult to find.

So, how exactly do you find an financial professional that is experienced, understands you, and works within your best interest? Here is the answer to your question: I work with a team of 6 advisers (some of which have 20+ years of experience) that all specialize in different areas of planning, and are substantially knowledgable in the common areas. If you decide to have a conversation with me, you also will have access to the experienced adviers that I work with. We strive on developing relationships with our clients and prospects by hosting events on a monthly basis that involve interaction from both the invitees and advisers/representatives. 

Please feel free to contact me via email or cell, and I will be happy to have a conversation with you. With this conversation, we can explore a probable working relationship. If we decide not to work with one another, that is perfectly fine, we can shake hands and part ways as a referral source for one another.
Contact Information
Offer Valid: May 28, 2018May 28, 2019
Houston West Chamber of Commerce