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Client's Best Interest

5340 Weslayan # Unit 271403


Houston

,

TX

77277-1403

Phone:

832-567-1615

Fax:

713-592-5255

E-mail:

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

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F. Louis Marshall, Chief Marketing Officer

Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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How Savers and Spenders Can Meet in the Middle

Offers tips to couples with opposite financial styles for finding balance.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Lease Payment

How much would your monthly lease payment be?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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