• MONEY DOESN’T HAVE TO BE COMPLICATED.

    Are you confused by most financial advice? If so, you’re not alone.

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FORBES TOP-RANKED TEAM

People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.

At Retirement Planning & Wealth Management, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Retirement Planning & Wealth Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

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annually over the long-term (10+ years)?

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How to get started.


1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Wealth Management

The management of wealth must begin with the end in mind. It is with this approach that we provide you with a full breadth of financial services, including business succession planning, insurance and risk management, company retirement plans, tailored individual investment strategies and personalized allocation. Learn More

Risk Management

The formalization and management of risk is a core part of our disciplined wealth planning process; always insure what you cannot afford to lose. Learn more

Tax Planning

Through our partnership with Carson Institutional Alliance we are able to leverage the expertise of a team of CPAs to help you make smart decisions regarding your tax obligations to Uncle Sam. Learn more

Wealth Planning

The wealth planning process is our most important job. It is only with a well-thought out, carefully implemented plan that we can properly and successfully help you pursue your True Wealth destination. Learn more

Estate Planning

With such a volatile legislative environment, it is important to have a comprehensive and well-defined estate plan in order to optimize the distribution of your assets exactly in the manner that you desire, while minimizing taxation. Learn more

Personalized Wealth Management

Retirement Planning & Wealth Management’s (RPWM) mission is to provide professional advice and consultation with a superior level of service and a dedication toward transparency and accountability. We are a wealth management firm in Lake Jackson, TX serving individuals, affluent families, business owners, executives and institutions. Our team provides a superior level of service for our local and national clients in financial planning and investment management. Contact us today and let Retirement Planning & Wealth Management help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Retirement Planning & Wealth Management (RPWM) is a Lake Jackson-based wealth management firm. Contact us today to speak with a wealth advisor or financial professional.

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Insights

Retirement Planning & Wealth Management’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Market Commentary
Weekly Market Commentary May 22, 2017

While the week started with fresh new highs for the S&P, stock markets tumbled mid-week on concerns political allegations may disrupt reform agendas in the U.S. and Brazil. On Wednesday the S&P 500 dropped approximately 1.5%. For the week, the S&P 500 slid 0.4%, the MSCI ACWI index of global stocks was basically unchanged, and the Bloomberg BarCap US Bond Aggregate rose 0.4%.  Read more

Monthly Newsletter
May Monthly Newsletter – Estate Planning for Digital ...

Estate planning has become more difficult with the introduction of technology into every aspect of an individual’s life. Years ago, people filed away bank books, stock certificates, financial statements and most other important documents in a filing cabinet or a safety deposit box. Read more

Blog
How to Set up a Trust

Published by Beth Schanou, Director of Wealth and Estate Planning

A trust can be a necessary tool for an estate plan. But, you may ask, what is a trust? Put very simply, a trust is created with a formal legal document to manage assets for beneficiaries. The trust is created by a person called the Settlor or Grantor, and a Trustee is appointed to follow the rules of the trust for management of the trust and its assets for the beneficiaries’ benefit. Read more

2017 Q2 Market Outlook Video
Video
2017 2nd Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor. Read more

News
3 Key Financial Events to Watch In 2017

Published By Brett Carson

Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more

Infographic
Long-Term Care

Do you know someone who has recently been dignosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Read more

Whitepaper
Long-Term Care

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for the physical, financial and emotional impact of Alzheimer’s or dementia.

Download Whitepaper

Blog post
  • How to Set up a Trust

    Published by Beth Schanou, Director of Wealth and Estate Planning

    A trust can be a necessary tool for an estate plan. But, you may ask, what is a trust? Put very simply, a trust is created with a formal legal document to manage assets for beneficiaries. The trust is created by a person called the Settlor or Grantor, and a Trustee is appointed to follow the rules of the trust for management of the trust and its assets for the beneficiaries’ benefit. Read more

Weekly Market Commentary
  • Weekly Market Commentary May 15, 2017

    Markets remained almost flat through the week as economic releases failed to trigger any significant reaction. The S&P 500 slid 0.4% while the MSCI All Country World Index (ACWI) eked out a 0.1% gain. The Aggregate U.S. Bond Index climbed 0.2%. Volatility remains historically low and investor complacency remains a risk. Read more