Dig Your Way to Prosperity, Not Debt

You learned the value of a dollar in your childhood, but learning how to use those dollars to attain your future goals can be elusive. It’s easy to see turning 30 or 40 as a long way off. When you’re just starting out, spending those first career checks on new clothes, cool gadgets or travel is pretty easy to do. Plus, you probably have college loan debt and a credit card or two, which adds up to a lot of debt and stress of how to pay for it.

Unfortunately, buying into the now and not investing in a plan for your future means you miss out on years of compounded interest. Instead of buying a shovel and digging your way into debt, take charge and shovel your money into investment planning that enhances your prosperity.

Together we will construct a realistic financial plan that can help you plan for that first home, starting a family or launching that business concept. Our financial planners have created custom programs specifically designed to meet the needs of those 30 and under so you won’t feel intimidated by the process. We already know that in most cases your funds are more limited at this stage in your career. At i*financial, we want to help you fulfill the goals you establish.

Are You Building a House of Cards or a Home?

You know a home requires a solid foundation. But how do you build a solid financial foundation? With so many do-it-yourself retirement investing solutions at your fingertips, it’s easy to think you can simply create your own financial plan without any help.

Managing your own financial planning with a limited understanding of economics, finances, time and without unbiased finance professionals to assist you along the way can have a substantial impact on your future wealth.

Ironically, we don’t question hiring a contractor to lay our home’s foundation, yet roughly, only 50 percent of pre-retiree’s will consult a financial planner to build their financial foundation (Society of Actuaries).

CERTIFIED FINANCIAL PLANNERS™ provide three key services to build a solid foundation:

  • Portfolio Construction
  • Wealth Management
  • Behavioral Coaching

Research by Vanguard, a leader in self-directed index investing, discovered that working with financial planners does indeed have a positive impact on account values.

We use the STEPPing Stones ™ process. This process looks at your whole life, not just the parts, and supplies you with the tools to SET real goals, TAKE a financial inventory, EVALUATE short, intermediate and long-range goals, PROCEED with concrete action items and PROACTIVELY address change.

We develop a customized plan evaluating a variety of financial strategies and then provide a selection of financial plans that are most relevant to your current situation and matched with your goals.

  • Stocks
  • Bonds
  • Annuities
  • Mutual Funds
  • Life Insurance
  • College Savings
  • Credit Evaluation
  • Trust Development
  • Disability Insurance
  • Texas Tomorrow Fund
  • Business/Tax Planning
  • Real Estate Investments
  • Long-Term Care Insurance


  • IPO’s
  • Bonds
  • Options
  • Annuities
  • 529 Plans
  • Hedge Funds
  • Brokered CD’s
  • Stocks & Bonds
  • Closed-end Funds
  • Structured Products
  • Bank Deposit Program
  • 13,000+ Mutual Funds
  • Exchange-traded Funds
  • Currencies & Commodities
  • 100+ Variable Life/Universal Life Insurance Company


Choose where you are in your career to discover
what i*financial can do for you: