Financial Planning

Houston Asset Management, Inc. specializes in comprehensive financial planning. We accept the responsibility of becoming a working partner with our Client, reviewing the Client's financial affairs, creating a written financial plan, and aiding the Client in the implementation of our recommendations. We can assist you in any of these areas:

  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Insurance Planning (life, disability, long-term care)
  • Tax Planning
  • Investments
  • Budgeting and Cash Flow Planning
  • Business Planning and Employee Benefits

Contact Us

HOUSTON ASSET MANAGEMENT, INC
1800 West Loop South, Suite 1980
Houston, Texas 77027-3210

(713) 629-1534
(800) 720-PLAN (7526)
Fax: (713) 629-0705