There is no lotto in life

You have the ability to make your own fortune. To work towards your own personal lottery and take charge of your finances, you need a plan. It’s a lot like what you did back in college, you chose your college career path, followed the curriculum plan and earned your degree. Yet, many mid-career adults don’t take the time to plan how to use their finances to meet their goals. The idea that retirement is a long way off or that you will save once the kids leave home means you lose out on years of compounded interest. What if you have a major health crisis or your company transfers you out the area? Failing to plan for life’s situations can minimize your career options, prevent you from affording a resource your child needs or delay your retirement.

How you manage your money matters. Your finances are intertwined with every decision you make – where you live, vacations you take, to stores you frequent. Together with i*financial, we can create a customized financial plan that will align with your life’s dreams, protect you from the unforeseen and invest in a way to help create your own personal lottery.

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

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


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.

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