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Client's Best Interest

5340 Weslayan # Unit 271403

Houston, TX 77277-1403

Phone:

832-567-1615

Fax:

713-592-5255

E-mail:

cbiym1@gmail.com

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free  to contact us with any questions.

​

Videos

We have interesting videos for you to watch on my site.

​

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free  to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

F. Louis Marshall, Chief Marketing Officer

We believe our clients have an inalienable right to comfortably enjoy the fruits of their labor without losing any of their hard earned MONEY.  Therefore, we truly do not accept risking our clients MONEY, instead, we manage risk.

Furthermore, we are aware that a great number of advisors do not share our viewpoint; as a result, they take risk we do not even consider.  Consequently, our vision remains clear- 'Leadership is putting our client's first, a commitment we make every day.' 

Thank you in advance for the opportunity to provide our services to you.

 


'We only want to talk with you about the MONEY you do not want to lose or cannot afford to lose'

How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

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Individual Bonds vs. Bond Funds: What’s the Difference?

Compares control, maturity, and performance differences between individual bonds and bond funds.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Lease Payment

How much would your monthly lease payment be?

Savings Accumulation

Estimate the future value of your current savings.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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