When it's time to get serious help with your investments, you're more than just "another account". With over 40 years of experience, Michael Stewart is a seasoned financial advisor who has worked extensively with successful individuals and business owners throughout his career. Mr. Stewart can help to carefully and conservatively shepherd your hard earned money, towards achieving your life goals.
With more than 40 Years of experience, we are prepared to guide you through your life transitions. Trust is earned, and it comes from delivering consistent and excellent services everyday. American Portfolios Houston strives to maintain our core values, and bring to you financial stability so you can focus on your life.
With more than 40 Years of experience, we are prepared to guide you through your life transitions. Trust is earned, and it comes from delivering consistent and excellent services everyday. American Portfolios Houston strives to maintain our core values, and bring to you financial stability so you can focus on your life.
Services
When it's time to get serious help with your investments, you're more than just "another account". With over 40 years of experience, Michael Stewart is a seasoned financial advisor who has worked extensively with successful individuals and business owners throughout his career. Mr. Stewart can help to carefully and conservatively shepard your hard earned money, towards achieving your life goals.
First off, my first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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