Financial Advisor Houston - 713-661-1040

Wealth Management &Financial Planning Services in Houston Call for consult at 713-661-1040. 27+yrs of financial wealth management & private wealth management. Call us today and let us put our experience to work for you.

Home What We Do Investment Philosophy Who We Work With Meet Jim Trippon Contact Us

Investment Management Investment Process Financial Planning Retirement Planning Family Office Services Become a Client Financial Planning Articles Financial Planning Videos

Building your Investment Advisory Team

Wondering why you need an investment advisory team rather than simply an investment advisor?

Wondering why you need an investment advisory team rather than simply an investment advisor? Developing an investment advisory team is one of the tricks the wealthy utilizes to become and to stay wealthy. Your team should include a comprehensive financial advisor, CPA, attorney and insurance professional. Often, one person can fulfill multiple roles. The team of professionals you select should work well together and should collaborate annually on your behalf.


Name:
Email:

Claim Your FREE Report Now!

Here is a list of professionals that you should have on your team looking out for your financial best interest:

Comprehensive Financial Advisor

This team member is the managing director and quarterback of your financial team. So, this individual should practice comprehensive planning, not just selling investments. Comprehensive planning includes choosing investments, cash flow planning, budgeting, tax planning, portfolio maintenance and risk assessment.

how to choose a financial advisor houston, financial advisors houston, certified financial advisor houston, financial advisor certification houston, financial planner houston, financial planning advisor houston, financial advisor houston, financial investment advisor houston, financial adviser houston, financial advisor planner houston, chartered financial advisor houston, retirement financial advisor houston, fee only financial advisor houston, choosing a financial advisor houston, best financial advisor houston, personal financial advisor houston, cpa financial advisor houston, financial advisor cfp houston, personal financial advisors houston, best financial advisors houston, certified financial advisors houston, certified financial planning houston, certified financial houston, fee based financial planner houston, certified financial planners houston, certified financial planner houston, find a financial advisor houston, financial advisory houston, investment advisor houston, financial advisor firms houston, financial planners houston

CPA - Certified Public Accountant

Taxes are the single largest expense an individual will pay during the course of their lifetime. And, they are also often a significant expense upon death. So, tax planning is an important element to a properly implemented financial plan. A CPA can help individuals reduce their tax liabilities.

financial planning advisors houston, fee based financial advisor houston, find financial advisor houston, financial advisor search houston, financial advisor directory houston, financial advisor online houston, top financial advisor houston, financial advisor services houston, independent financial advisors houston, tax cpa houston, finacial advisor houston, financial advisor designation houston, certified retirement financial advisor houston, financial consultant houston, financial advisor planning houston, find financial advisors houston, top financial advisors houston, certified financial planner education houston, financial planner certification houston, financial planning certification houston, cfp certification houston, cfp designation houston, fee based financial planning houston, financial planner software houston, fee only financial planning houston, fee only financial planner houston, certified financial planner certification houston, cfp certified financial planner houston, cfp financial houston

Attorney

A will can ensure the orderly distribution of an individual’s assets upon their death. A will ensure that personal effects, investments and property will be distributed according to the owner’s wishes. In addition to a simple will, an estate plan should be structured so that assets transfer to beneficiaries in such a fashion that the tax liabilities are minimized. A proper estate plan will involve inventorying assets, creating a will, establishing trusts and focusing on tax minimization. Choose an attorney with estate planning experience and someone whom you can understand and trust with your personal wishes.

Insurance Professional

Numerous things will change within our lives over time, including our health, wealth, relationships, career and interests. In order to properly protect ourselves and our loved ones against the things we cannot afford to lose, insurance planning is critical. A professional insurance agent will work with you to monitor changes in order to protect your assets and ultimately, your financial wishes. Choose someone who can effectively anticipate your needs and who will work with you throughout your retirement. And, be sure to address long term care insurance, disability and life insurance needs with your insurance professional.

It is important to interview multiple professionals for each category. Not only does each individual need to achieve their goals and objectives within their individual niches, but they need to work well together in a team environment. Focus on hiring a team that will work well together.

Financial retirement planning is one of the most important processes that we go through. Jim Trippon of Trippon Wealth Management has over 30 years experience in working with America's wealthiest families in retirement planning. Jim is able to share the secrets of making money and KEEPING it with his retirement planning clients. Honest, practical and sound retirement planning advice is what makes Jim, The Advisor To America's Millionaires.

Give us a call at 713-661-1040 and let’s start a conversation on how we can put our experience to work for you, TODAY!

Helpful Links If You Are Looking For A Financial Advisor In Houston, Texas
Family Office Services	How To Become A Trippon Wealth Client
Will You Outlive Your Retirement Plans?	Baby Boomer Retirement Planning Guide
Death And Taxes - Tax Proof Your Portfolio	Is Your Portfolio Tax Efficient?
Understanding Stock Market Basics	How To Choose The Right Equity Investment
Tips for Avoiding Investment Scams	How To Create And Grow Wealth
Family Office Advisor Services	Creating Your Risk Management Strategy
How To Find The Right Financial Advisor	6 Rules for Selecting Investments

Trippon Wealth Management Group, LLC. (TWMG) is a registered investment advisor with the Securities & Exchange Commission. TWMG may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where TWMG and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.