Financial Planners Magnolia 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 Magnolia, TX that can help answer your questions about Financial Planners.

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

Marla Sherrod, CFP®
(936) 273-4355
6318 FM 1488 Rd Ste 130
Magnolia, TX
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits

Data Provided By:
Mr. Gerald D. Dolinsky, CFP®
(281) 516-2389
14202 FM 2920 Rd
Tomball, TX
Firm
Chase Investment Services Corporation
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Planning, Retirement Planning

Data Provided By:
Ms. Lori K. Klein, CFP®
(281) 370-0300
1427 Keefer Rd
Tomball, TX
Firm
L. Klein & Co PC

Data Provided By:
Mr. David F. Deroode, CFP®
(281) 419-0400
9303 New Trails Dr.
The Woodlands, TX
Firm
PPCLOAN.com, LLC
Areas of Specialization
Banking, Business Succession Planning, Life Transitions, Small Business Planning

Data Provided By:
Ms. Jeannine Fox, CFP®
(281) 252-9093
32815 Tamina Rd.
Magnolia, TX
Firm
The Planning Team
Areas of Specialization
General Financial Planning

Data Provided By:
Mr. David M. Blomstrom, CFP®
(281) 290-0818
PO Box 1838
Tomball, TX
Firm
NorthWest Financial Services
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Retirement Planning

Data Provided By:
Mr. Randall G. Kratz, CFP®
(713) 652-5848
17903 Kathywood Dr
Tomball, TX
Firm
Willoughby Hill Wealth Management
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Healthcare Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Mr. William Harrington Murphy, CFP®
(281) 465-2204
6621 Woodlands Pkwy
The Woodlands, TX
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Business Executives

Data Provided By:
Mr. Steven C. Schoger, CFP®
(281) 367-3708
122 W Shadowpoint Cir
The Woodlands, TX
Firm
FSI Advisory Group, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000



Data Provided By:
Data Provided By:

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