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The Planning Team is an association
of financial professionals who provide quality financial advice,
financial products and ongoing services to clients. |
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While each of The Planning Team Senior Associates owns and
maintains personal practices, they are associated through their
affiliation as branch offices of SII Investments, Inc. The
Planning Team serves clients through several office locations in
the Houston area. |
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About the Planning Team |
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The Planning Team is not a partnership
or joint venture. Each associate runs his or her practice in their
own way. Their affiliation makes each practice stronger through
sharing of ideas and research. |
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Independent |
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Planning Team Senior Advisors are
registered to sell securities and insurance. However, they are not
owned by any insurance company, brokerage house or other financial
institution. This independence removes many restrictions regarding
the range of related products and services they can offer, thus
giving you wider range of choices. |
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Experienced |
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Each of the Senior Advisors of The
Planning Team has been involved in the financial services industry
for over twenty years. This level of experience gives each of the
associates the competence and tools necessary to excel in financial
planning, estate planning, retirement planning, investments and
overall money management. |
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Professional |
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The importance of your advisor's education
and industry certifications is clear. Our
financial advisors hold one or more of the following degrees and
professional certifications. |
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Certified Financial Planner (CFP) |
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Certified Public Accountant (CPA) |
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Chartered Financial Analyst (CFA) |
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Chartered Financial Consultant (ChFC) |
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Certified Senior Advisor (CSA) |
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Masters of Business Administration
(MBA) |
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Four Planning
Team Locations in the Greater Houston Area |
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Financial planning services are offered through
four Team locations convenient to residents of Greater Houston,
Spring, The Woodlands, Magnolia, Conroe, and the surrounding
areas of Harris and Montgomery County, Texas. When considering
your financial planning options for the future, don't hesitate
to contact us for your "peace of mind about money."
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Many investment and insurance products
and services are available in today's market. Our advisors have
proven abilities to identify the ones that will work for you. |
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We analyze: |
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What you have |
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Your assets and liabilities, cash
flow, employee benefits, etc. |
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What you need |
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Retirement funding needs, education
needs, insurance needs and estate needs. |
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Where you want to go |
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Your goals and objectives for the
future. |
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a plan to maximize what you have, take care of what you need and plan for
where you want to go. With this plan, you can make the most of each dollar
you have. By setting up systematic investment programs and taking advantage
of the employee benefits available to you, we help you assure that you'll
get where you want to go. |
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Our senior advisors frequently coordinate with attorneys, pension plans
and other professionals as needed. By considering the "big picture" we can
help avoid or resolve any conflicting services in your overall planning. |
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Contact us today to get started with a
complimentary
financial planning consultation.
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:: South
West North ::
Houston
::
Katy :: Spring
:: 1960
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The Woodlands
:: Humble
:: Conroe
::
Willis ::
Magnolia :: Texas :: |
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