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Financial Planners Katy TX

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Katy, TX that can help answer your questions about Financial Planners.

Gary Busch
Busch Financial Planning
(832) 529-4518
15840 FM 529, Suite 211
Houston, TX
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Middle Income Client Needs, Retirement Planning & Distribution Rules, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Jared Jameson
WJ Interests, LLC
(281) 634-9400
2333 Town Center Drive, Suite 100
Sugar Land, TX
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, College/Education Planning, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Joseph Thomson
Horizon Advisors, LLC
(713) 748-7000
5851 San Felipe, Suite 700
Houston, TX
Expertises
Tax Planning, Estate & Generational Planning Issues, Financial Issues Between Generations, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, JD

Larry Maddox
Horizon Advisors, LLC
(713) 748-7000
5851 San Felipe, Suite 700
Houston, TX
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Financial Issues Between Generations, Helping Clients Identify & Achieve Goals, Advising Entrepreneurs, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Steven Estrin
The Financial Advisory Group Inc.
(713) 627-7660
5599 San Felipe. Suite 900
Houston, TX
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, MBA

Curtis Smith
Interactive Capital Management
(713) 521-9525
14090 Southwest Freeway, Suite 300
Sugar Land, TX
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Advising Medical Professionals, Retirement Plan Investment Advice, Planning Issues for Business Owners, Insurance Related Issues, including Annuities
Certifications
NAPFA Registered Financial Advisor, CFP®

Henry Bragg
Horizon Advisors, LLC
(713) 748-7000
5851 San Felipe, Suite 700
Houston, TX
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Estate & Generational Planning Issues, Financial Issues Between Generations, High Net Worth Client Needs, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CPA, MBA, MAcc

Peter Regan
CEP Financial LLC
(281) 685-9715
12345 Jones Road, Suite 190
Houston, TX
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Insurance Related Issues, including Annuities, Planning Concerns for Corporate Executives, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CLU, MBA

Richard Alphonso
The Financial Advisory Group Inc.
(713) 627-7660
5599 San Felipe. Suite 900
Houston, TX
Expertises
Ongoing Investment Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CPA/PFS, JD, MS

Mr. William Ben Keel Iii, CFP®
(281) 392-2900
800 Avenue C
Katy, TX
Firm
Financial & Insurance Consultants
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Government and Military, Insurance Planning
Key Considerations
Profession: Medical/Dental Professionals

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Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina