Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a FEE-ONLY financial planner, we may recommend the purchase of specific investments or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
14800 St. Mary’s Lane, Suite 245
Houston, TX 77079-2943