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Houston financial planners
Give Price Quotes
Below are Houston financial planners. Click on the name of the professional to view contact information and standardized credentials. Proposal process: anonymously describe the service desired (such as financial or retirement planning), select professionals who are to receive your information, and then receive price quotes via email from the professionals. It's that simple and it's free. Link to additional cities for financial planners.
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Houston financial planners
(Click here to start price quote process)
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Brent E Davison
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Denton, TX
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BS (1984), Southwest Baptist University (click for more info)
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Randall Klein
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Houston, TX
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MBA - Case Western Reserve University; BA - Indiana University (click for more info)
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Mark Diehl, CFP, ChFC
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Houston, TX
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Certified Financial Planner; Chartered Financial Consultant, 1995, The American College. (click for more info)
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Michael J Fitzgerald, CPA/PFS, CFP, MST
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Houston, TX
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Masters of Accounting - Tax Consulting - (2001) - Texas A&M; Bachelors of Business Administration - Accounting (2000) - Texas A&M University. (click for more info)
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(Click here to start price quote process)
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(Professionals who wish to be listed please click here.)
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Houston Financial Planners
NOT registered with MedLawPlus.com®
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General types of issues handled by financial planners:
- Explaining various tax deferred options
- Selecting investments that match your desired risk level
- Diversification and other risk reduction strategies for your investment portfolio
- Timing advice regarding when to rotate investments among various sectors as well as weighting between stocks (aka equities) and bonds
- Estate planning
- Retirement planning
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