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Our Firm

Our Firm

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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Our Services

Our Services

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Our Approach

Our Approach

We strive to build long-lasting relationships with our clients, offering education and guidance.

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Our Team

Our Team

Each member has a vital role to helping our clients maneuver through a complex financial services world.

Ev Hurley

Ev Hurley

Administrative Assistant - Client Relationship Manager

(713) 690-7210

(713) 690-9151

Learning Center

Exploring Retirement Plans for Small Businesses

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
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Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.
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