Optimize your asset allocation for retirement.
Many Americans entering retirement find that asset allocation and risk are just as important as how much they have saved. You’ve worked hard to save for retirement and now it’s time to enjoy it. Perhaps you’re wondering if all the pieces are in place for you to enjoy your ideal retirement. Are your assets allocated properly?
We pride ourselves on providing retirement income strategies to Houston, TX and the surrounding communities. We take a look at your assets — including everything from your bank accounts, pension, and Social Security benefits, to your estate plans, wills, taxes, insurance policies and more Our end goal is to help create financial clarity and to promote multi-generational wealth.
We offer:
- Insurance planning
- Beneficiary review
- Retirement planning
- Financial needs analysis
- Analysis of present and future expenses
- Income planning
Although many financial services professionals focus on specific products, our experience has shown us that you’re best served by focusing on processes that reflect who you are as a person.
When you work with Post Oak Financial, LLC, you’re provided a framework that helps satisfy your retirement income needs while also addressing your risk tolerance and growth expectations. Asset allocation isn’t something you do once, it’s something that evolves throughout your retirement.
Knowing who to turn to for help can make all the difference.
Post Oak Financial, LLC is a Texas licensed/domiciled RIA (solicitor) and also registered as an RIA in the state of Louisiana. Post Oak Financial, LLC also offers services in other jurisdictions, outside of Texas and Louisiana, as allowed by those states per the “de minimis” rule (less than 5 client accounts per jurisdiction without direct state registration prior to direct registration such as CO, MS, etc..).
We offer: Life Insurance planning and product acquisition through our affiliated Alliance with Isthmus Capital, LLC (Insurance agency and brokerage wholly owned by James R Gandy)