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At Texas 1st Wealth Management, LLC, we believe no two investors are alike. In order to help each client meet their financial goals, we have a team-oriented approach to investment management and a client focused culture that is fundamental to our investment process.
Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital.
As a fiduciary, we have an obligation to ensure the appropriate products are chosen based on the client’s best interest. Therefore we develop your personalized asset allocation model based on individual risk tolerance, objectives and financial needs.
Our goal is to maximize your investment returns through diversification of your assets and a disciplined investment philosophy combined with rigorous risk management.
Will you run out of money? Our easy to understand software will take into account all of your investments, social security, pensions, savings and life events. It will then show you clearly “in red” if you will have shortfalls. We can then work together to figure out how to avoid this problem.
Case Study: A 62-year-old couple with one above average earner (PIA $1,800) and a lesser earning spouse(PIA $1,000), whoboth live to average life expectancycould loseover $60,000in familybenefits bymaking the worst possible decision for when to take Social Security.
Simply delaying benefits isn’t the answer either.
Using software analysis, we examine hundreds of possible combinations, including 81 possible agecombinationsacross ninepossibleelectionstrategiesandfindtheoneoptionthatoffersthehighestexpectedlifetimebenefit. We provide a summary of the best, worst and two common election strategies. To get Your FREE Social Security Maximization Report Click Here. Find Out How Much You Stand to Lose by NOT Using a Social Security Maximization Strategy.
If you meet with Texas 1st, you will also discover:
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Texas 1st Wealth Mgmt LLC
340 N Sam Houston Pkwy East
Houston, TX 77060
Phone: (281) 445-4869