Make It Count

There’s a reason why these years are called “the golden years.” The kids are out of the house, your retirement and investments are paying off and you’ve decided to cash in on a lifetime of smart financial planning to enjoy yourself. However, now is also the time to ensure your assets last, that you are not a burden to your family, and that your loved ones are taken care of when you’re gone.

Miscalculating life expectancy, health care costs, Social Security options and the true cost of living expenses can impact the sustainability of your assets. At i*financial, we dive into the real costs of retirement living to form realistic budget options that have the greatest potential to meet your long-term financial needs. Together, we will develop a balanced investment planning strategy that spreads risk to enhance stability in your returns. We also evaluate life-planning options, such as long-term care insurance, living wills and estate planning. By looking at the whole picture, we can help leverage your finances for a sustainable retirement.

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: