Learn how SEI Private Trust Company, our Custodian, can provide an additional level of security to your investment portfolio. A level of security that goes above and beyond what is typically offered by a brokerage firm or bank. What is a Fiduciary? Simply put, we act in YOUR best interests, 24/7.
There will be no hidden fees, no hidden conflicts of interest, and our CFP professionals will always keep you apprised of what course of action is best for YOU.At our location on Richmond and Beltway 8 in Houston, you won't have to deal with TOO much traffic!
There will be no hidden fees, no hidden conflicts of interest, and our CFP professionals will always keep you apprised of what course of action is best for YOU.At our location on Richmond and Beltway 8 in Houston, you won't have to deal with TOO much traffic!
Services
We serve a broad-range of clients, however, the majority of our clients are in between the ages of 51-70, preparing for or already in retirement. Due to the increased complexity and challenges in today's financial world, in more recent years we have broadened our services to include financial planning and investment management for younger families.
In 1985, Dick Grbac, CFP and his wife Suzi embarked on a journey that few dare to take; starting a business from scratch in an incredibly competitive industry. Financial advising was, at the time, a service reserved for the ultra wealthy, disregarding the needs of the masses. Dick and Suzi decided to break that barrier and provide unparalleled service to all.
Let's be honest; every financial difficulty is unique. Therefore, each solution should be unique. The services listed below are our responses to some of life's most prevalent financial difficulties. Our CFP professionals will walk with you on your path to financial peace of mind, carefully explaining each step of the way.
In recent weeks, United has made it known that there will be massive layoffs coming as soon as October. Given the company's recent financials, the company cannot support the current number of employees. Projections estimate that almost 36,000 employees could be laid off, across all areas of the company.
This is a BIG question. These past few months have been a killer to the industry. Companies like Halliburton, ConocoPhillips, Schlumberger, BP, ExxonMobil, Shell, and others are all restructuring. This is often at the cost of jobs, and layoffs seem inevitable. With the variability in the many different facets of the industry, the question is: Are you expendable?
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