Talk to a real advisor, not a call center.
Call, book, or send a note — whichever suits you. Every message lands with our Houston team, and we respond within one business day.
The checkup is a real conversation with a Houston advisor — not a screening call, not a sales script. You’ll hear which part of your plan needs attention first, and if we’re not the right firm for you, we’ll tell you that on the call.
| Monday | 8:30 AM – 5:00 PM |
| Tue – Thu | 8:30 AM – 5:30 PM |
| Friday | 8:30 AM – 3:00 PM |
| Sat – Sun | Closed |
Houston, TX 77034
Three ways to reach us
Pick the one that fits how you like to communicate. They all end up in the same place — a conversation with an advisor.
The checkup is a real conversation with a Houston advisor — not a screening call, not a sales script. You’ll hear which part of your plan needs attention first, and if we’re not the right firm for you, we’ll tell you that on the call.
Tell us what’s on your mind.
A question about your 401(k), a seminar date, the book, or whether we’re the right fit — all fair game. A member of our Houston team reads every message.
Prefer email-free privacy? Call us instead — nothing beats a conversation. We’ll never sell or share your information.
Four Houston-area offices
Headquarters staffed daily; Pearland, Katy, and Spring by appointment. Same advisors at every one.
Take control of your retirement. Make an Impact!
Fifteen minutes with a fiduciary advisor. By phone, or in person at any of our four Houston-area offices.
The checkup is a real conversation with a Houston advisor — not a screening call, not a sales script. You’ll hear which part of your plan needs attention first, and if we’re not the right firm for you, we’ll tell you that on the call.