Financial Planning Services in Houston, TX
Serving America's Energy Capital
Houston is home to more Fortune 500 energy companies than any other city. From ExxonMobil and Chevron executives to independent oil operators and renewable energy leaders, we understand the complex financial needs of energy professionals earning substantial incomes in volatile markets.
Energy sector compensation often includes bonuses, stock options, and international assignments requiring sophisticated financial planning.As Texas-licensed financial professionals serving the greater Houston area, we understand the unique opportunities in America's most diverse city. From Texas Medical Center physicians to NASA Johnson Space Center engineers, we provide personalized financial solutions tailored to Houston's high-income professionals.
Major Houston Employers We Serve
- ExxonMobil - Energy executives and engineers
- Chevron Corporation - Oil and gas professionals
- Phillips 66 - Refining and chemicals executives
- Halliburton - Oilfield services leadership
- Baker Hughes - Energy technology professionals
- Shell Oil Company - International energy executives
- Texas Medical Center - Healthcare professionals
- MD Anderson Cancer Center - Medical specialists
- Methodist Hospital - Healthcare executives
- NASA Johnson Space Center - Aerospace engineers
- Boeing - Aerospace professionals
- Lockheed Martin - Defense contractors
In addition to Houston proper, we proudly serve surrounding communities throughout the greater Houston area:
Houston Industry Expertise
Energy Sector Professionals
Healthcare & Life Sciences
Aerospace & Technology
Petrochemicals & Manufacturing
Houston Expertise, Personalized Service
Texas Tax Advantages for Houston Professionals
- Tax-efficient retirement planning
- Life insurance as tax-free wealth transfer
- Business ownership and investment strategies
- Estate planning without state estate taxes
- International assignment tax optimization
Houston's High-Income Lifestyle
- No State Income Tax: Keep more of your substantial Houston salary
- Affordable Luxury: Buy more house for less money compared to other major cities
- World-Class Culture: Museums, theaters, restaurants, and professional sports
- International Business: Global connections through energy and shipping industries
- Educational Excellence: Top private schools and universities for your children
- Career Growth: Abundant opportunities in diverse, high-paying industries