We don’t sell products.
We build plans.
Income, taxes, growth, and legacy — coordinated in one written plan. Start with a 15-minute call. No pitch, no cost.
The Family Wealth CircleTM
One circle. Four strategies. A plan your family can actually follow.
The outer ring is what life hands you — Medicare, Social Security, pensions, healthcare, and market risk. You don’t get a vote on those. The four quadrants inside are what we build around them, with you.
Most families don’t have a plan. They have a portfolio.
Fiduciary. Independent. Houston-based.
A portfolio tells you what you own. A plan tells you what happens next — when to claim Social Security, which account to spend first, what your tax bill looks like at 75, and what your family is left holding. Most people arrive here with the first and not the second. We build the second, and we coordinate all four parts of it under one roof.
Fifteen minutes. One clear answer.
Most people don’t need a two-hour meeting to find out whether we’re a fit. They need one honest conversation. Pick a time that works — here’s exactly what happens on the call:
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.
Three Houston families, and what they decided to do.
Every family here came in with the same question: do we actually have enough, and what do we do first? Watch how they answered it.
Watch all client stories →
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See how we work before you ever sit in our office.
Two hours, no cost, dinner included, and nothing sold in the room. We walk the Family Wealth Circle end to end. Bring your spouse — the good decisions get made together.
6:00 PM
6:00 PM
Pearland, TX
6:00 PM
6:00 PM
Webster, TX
6:00 PM
6:00 PM
The Woodlands, TX
Can’t make any of these dates? We add sessions across the Houston area every month.
Tell us when you’re free →
Not ready to talk? Start with the book.
Retire with Impact! is the Family Wealth Circle in long form — written for people who saved well and now have to make it last. We’ll mail you a copy, no strings.
No shipping cost, no salesperson attached.
The questions everyone asks first.
If yours isn’t here, ask it on the call — we’d rather answer it early than late.
Yes. We’re obligated to act in your interest, not a product sponsor’s. We’re not captive to any insurance carrier or fund family, and there’s nothing we’re required to sell you.
Advisory fees, disclosed in writing before you ever become a client. You’ll know exactly what you’d pay and what it covers before you decide anything.
Not at all. You keep your accounts exactly where they are while we talk. The call is yours to learn something useful — you decide what happens next, on your own timeline.
Nothing. Fifteen minutes is for us to understand your situation and tell you what needs attention first. If we go further, we’ll tell you exactly what to bring.
Either we schedule a longer conversation, or we point you toward whatever would actually help — even if that isn’t us. No follow-up sequence you didn’t ask for.
Ready to take control of your retirement?
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.