Mission Statement

IDEAS
Creative solutions or plans

SERVICES
The art of achieving results for you

INVESTMENTS
An array of financial products

IMPLEMENTATION
Accomplishing goals/objectives
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A firm of experienced professional Financial Planners and highly skilled support personnel providing quality ideas, services, implementation, and investments.
We are committed to a timely support of the needs of our clients, profession, and community.

Mission Statement

John Payne

Bob Frater

Richard Hollis

Bob Hampton

Rich Welsh

Chris Brown

Staff

Securities offered through SagePoint Financial, Inc., member FINRA/SIPC. Investment advisory services offered through Houston Asset Management, Inc., a registered investment advisor not affiliated with SagePoint Financial, Inc. Fixed and/or Traditional Insurance Services offered through Investment Marketing Resources, LP, a company not affiliated with SagePoint Financial or registered as a broker-dealer or investment advisor. For full consumer disclosure click here.

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A broker/dealer, investment adviser, BD agent, or IA representative may only transact business in a state if first registered, or is excluded from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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