1807 Breezy Bend Dr Suite 100
Katy, TX 77494


(281) 769-2846 Toll Free (800) 852-8228

Important Links to Help You Get There

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

  • American Funds - America's second largest mutual fund family, with a wide spectrum of funds known for steady long term results, and low operating costs relative to its competitors.
  • Fidelity Retirement Plans (participants only) - This is the Fidelity website for people who have a 401(k), 403(b), or 457(b) account through their employer, and held by Fidelity.
  • Industrial Property Trust REIT - A non-traded REIT with a focus on strategically located distribution facilities, providing warehouse and light assembly space in growing population hubs.
  • Oppenheimer Funds - A very popular family of retail mutual funds, with coverage in nearly all investment styles and locations. Also a major provider in the 529 plan market.
  • U.S. Debt Clock - A fascinating, real time depiction of the astounding levels of debt of state and federal governments, and of the American public as well. Federal debt is broken down to what component of government operations draws down tax and debt dollars minute by minute.
  • WisdomTree Fundamental ETFs - A large ETF provider with a unique methodology for weighting investments than the traditional market-cap weighting, and with significantly different results.

Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our Agency cannot be responsible for the content of any of the above links.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck