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Welcome to the Team
   
Jeannine Fox  Amanda Elguezabal 
 
Contact the team
Many investment and insurance products and services are available in today's market. Our advisors are experienced in identifying the products and services that will work for you.
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  We analyze
  What you have
      Your assets and liabilities, cash flow, employee benefits, etc.
  What you need
      Retirement funding needs, education needs, insurance needs and estate needs.
  Where you want to go
      Your goals and objectives for the future.
 
From this analysis, we create 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.
We 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.
Contact The Planning Team today to get started with a financial planning consultation.
 
Check the background of this firm's investment professionals on FINRA's BrokerCheck
 

South - West and North Houston :: Katy :: Spring :: 1960 :: The Woodlands :: Humble :: Conroe :: Willis :: Magnolia :: Texas

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