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Wealth Development Strategies LLC, whose history dates back to 1969, is a true reflection of Houston, Texas and its rich and diverse culture. We offer comprehensive financial planning services, as well as other investment advisory services* to both individuals and business professionals. Our associates have the expertise, qualifications and experience to handle your financial needs and objectives regardless of their size, complexity or sophistication. At our firm, we utilize the cumulative experience and expertise of our associates and staff to better serve our clients. We are committed to excellence and foster an innovative and creative planning environment in which our advisors deliver careful analysis, insightful recommendations and objective solutions. Our advisors provide our clients financial planning services through our registered investment advisor, Wealth Development Strategies Investment Advisory, Inc. In addition, we can offer other investment advisory services and a wide range of variable insurance and investment products through Hornor, Townsend & Kent, Inc., a Registered Investment Advisor and FINRA member firm. Our expert associates can help you with: Comprehensive Financial Planning Life & Health Insurance Personal Retirement Funding Strategies Investment Portfolio Management and Asset Allocation* Estate Planning and Wealth Conservation Private Money Management Services* Qualified Retirement Plans (401(k), Profit Sharing, etc.) Charitable Planning Techniques Business Succession and Buy/Sell Agreement Funding Strategies Executive Compensation Plans and Deferred Compensation arrangements Education Funding (529 Plans, etc)* Contact an experienced financial advisor today at (713) 561-8100 *Registered Representatives of, and Securities and Investment Advisory Services Offered through Hornor, Townsend & Kent, Inc. (HTK), Registered Investment Advisor, Member FINRA/SIPC 4203 Montrose Blvd., Fifth Floor, Houston, TX 77006. Fee-based Planning services provided through Wealth Development Strategies Investment Advisory, Inc., A Registered Investment Advisor registered to offer Investment Advisory services solely in the state of Texas.
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More Business Info

Your financial future. Our capable hands.

Hours
Appointment Only Hours
Mon - SunOpen 24 Hours
Regular Hours
Mon - Fri:
Extra Phones

Phone: 713-561-8134

Services/Products
Personal Financial Planning Our typical, fee-based financial planning service includes: Cash Flow and Tax Planning – Cash flow is summarized with an emphasis on building savings and investments. Then, recommendations are made that seek to maximize growth while minimizing tax and liability exposure. We also provide an analysis of future cash flow requirements to fund your needs and help meet your goals. Educational Funding – Private high school and college education costs are projected so appropriate funding techniques and asset diversification (where necessary) can be determined. Foundation and Portfolio Design – Investments and insurance programs are reviewed to help ensure minimum risk and maximum asset base growth. Retirement Planning – Objectives are quantified to make structure and funding recommendations. Estate Planning – A complete settlement cost projection is performed and suggestions are made to help meet any uncovered liquidity shortages. We can also provide budgeting and debt reductions plans, investment allocation modeling and individual planning scenario analysis on a reduced fee basis. Request a copy of our firm's disclosure documentation for further information on the financial planning services and fees available. Corporate Benefit Planning Personal financial planning for closely held business owners integrates corporate tax leveraging strategies using selective fringe benefits. We also provide design assistance for funding business succession, selective fringe benefits for business owners and executives, and corporate sponsored retirement plans. Our corporate benefit planning strategies address the following: Business Continuation Buy/sell transfer plans Stock purchase plans IRC 303 partial stock redemption plans Disability buy-out plans Key Employee Retainment Selective executive retirement plans Deferred compensation plans Tax-qualified retirement plans Executive bonus plans Split dollar insurance plans Insured wage continuation plans Preferred executive retirement programs Risk Management Key person insurance Reverse split dollar insurance plans Overhead expense plans
Payment method
all major credit cards, amex, check, debit, discover, visa, mastercard
Location
Wealth Development Strategies LLC 4203 Montrose Blvd, 5th Floor Houston, TX 77006 Our office is located off of Montrose Blvd. on Colquitt St. We are one block North of Richmond Ave. between Richmond and W. Alabama St. Parking is
Neighborhoods
Montrose, Central Houston, Neartown - Montrose
Amenities
At Wealth Development Strategies LLC, we offer comprehensive financial planning services, as well as other investment advisory services* to both individuals and business professionals. Our associates have the expertise, qualifications and experience to assist you with: Comprehensive Financial Planning Estate Planning and Wealth Conservation Investment Portfolio Management and Asset Allocation* Private Money Management Services* Qualified Retirement Plans (401(k), Profit Sharing, etc.) Business Succession and Buy/Sell Agreement Funding Strategies Executive Compensation Plans and Deferred Compensation arrangements Education Funding (529 Plans, etc)* Personal Retirement Funding Strategies Charitable Planning Techniques
Languages
English, Spanish
Other Link

http://wealthdevelopmentstrategies.com

Categories
Financial Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Insurance, Investment Advisory Service, Investment Management
Other Information

Parking: Lot, Free

Wheelchair Accessible: Yes

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