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3838 N Sam Houston Pkwy East Suite 150 Houston, TX 77032

(713) 690-7210
rdscott@sagepointadvisor.com

Our Firm

Our Primary Purpose

At Pre-Emptive Financial Services Inc. we are committed to the needs and benefits of our clients. Our focus is helping our clients succeed in making good financial decisions that enable them to have financial confidence. We will work hard to access your financial situation, assist you in making and then reaching your financial goals. At Pre-Emptive Financial Services we offer contemporary information, premium service and advice.

Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

CERTIFIED FINANCIAL PLANNER®

CERTIFIED FINANCIAL PLANNER®

When it comes to financial planning, you deserve to work with someone you can trust. Our goal is to provide you confidence today and a secure tomorrow. The CFP® certification is the standard of excellence. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office, (713) 690-7210.

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