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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:

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

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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'
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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Will You Pay a Medicare Surcharge?

The standard monthly Part B premium is $185 in 2025, but income-based adjustments may apply.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Estate Taxes

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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