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    Dear Clients and Friends:

    In an effort to follow the Center for Disease Control’s guidelines to protect our clients and our employees from the Novel Coronavirus (COVID-19), we have decided to keep our office closed to the public until further notice. We will continue to offer our services online asking you to get your documents to us via:

    • Email – directed to This email address is being protected from spambots. You need JavaScript enabled to view it.; This email address is being protected from spambots. You need JavaScript enabled to view it.; This email address is being protected from spambots. You need JavaScript enabled to view it.
      • If you don’t have a scanner, please, download any app, such as Scanner Pro, on your phone and send the pdf to us.
      • Fax documents to 281-861-6311.
      • Use our drop-box slot on our office door inside the building.
    • Once we have your documents, we will draft an electronic copy of your return and schedule a phone conversation to address any questions or comments you may have.
    • We can also file an extension if you wish us to do so.

    The bottom line is that we remain acutely vigilant about this serious crisis. We will continue to do everything we can to protect our clients and our employees, and to remain ready to serve our clients in the most appropriate fashion. Thank you for understanding and cooperating with us as we all navigate through these times. Stay safe!

     

Retirement Estate

Retirement Planner 
Do you know what it will take to create a healthy retirement? Use this interactive problem solver to help you create your retirement plan.

Cost of Delaying Savings 
This calculator helps show you how much postponing your retirement savings plan can really cost you.

Retirement Income 
Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.

Social Security Benefits Estimator 
Estimate how much money you'll receive from Social Security when you retire.

Traditional IRA Calculator 
An IRA can be an effective retirement tool. Contributing to a Traditional IRA can create a current tax deduction, plus it provides for tax deferred growth.

Required Minimum Distribution 
The IRS requires that you withdraw at least a minimum amount – known as a Required Minimum Distribution – from your retirement accounts annually, starting the year you turn age 70-1/2. Determining how much you are required to withdraw is an important issue in retirement planning.

Roth IRA Calculator 
Creating a Roth IRA can make a big difference in your retirement savings. See how much more money you'll potentially have at retirement with this Roth IRA calculator.

Roth IRA Transfer Evaluator 
The Roth IRA transfer calculator was designed to show you the effect of transferring a Traditional IRA into a Roth IRA.

Variable Annuity Calculator 
Contributing to a Variable Annuity creates long term tax deferred growth. See how a Variable Annuity might fit into your retirement plan.

Become A Millionaire 
What will it take to save one million dollars? Enter in your current savings plan and view graphically your financial results for each year until you retire!