Our Services
Preparing for that next step in life isn’t always easy. My approach is customize Planning and Financial Education. Through education and planning my client get a broad understanding of the process and their options. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply planning your "bucket list". I promise you a new level of attention, insight and capabilities. Contact me to discuss your financial future. 713-670-9888
I am licensed to sell insurance in TX and securities in TX & LA. I am a registered representative of and offer securities and investment advisory services through Lincoln Financial Services,, member SIPC (www.sipc.org). Supervisory address: 4848 Central Loop, Suite 1005, Houston , TX 77042. 713-670-9888
Lincoln Financial Securities is not affiliated with JI Financial Securities, LLC. LFS-2827180-111519
- Tax management
- Retirement strategies
- Investment management
- Estate conservation
- Education Planning
- Insurance and annuity products