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Roth IRA Magic

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401(K) Rollover

Life Insurance for Children

Professional Wealth Management

Retirement Income Planning

You Don't Know Annuities

You Don't Know Life Insurance

You Don't Know Long-Term Care

Our Firm

Houston Retirement Income Planners' goal is here to help you plan for, and potentially achieve and live the retirement lifestyle you seek.

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Preferred Stocks

Preferred Stocks are the most overlooked investment in planning the 'fixed income' part of the Asset Allocation Model. That's why I have devoted a whole page of my website to explain Preferred Stocks to you.

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Asset Allocation

At Houston Retirement Income Planners, we take into account all investment possibilities you qualify for in creating an Asset Allocation that can suite your investment risk profile, while still getting you where you want to be financially by the time you retire.

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Resource Center

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.
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Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.
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