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.
Tell us a little more about your investment objectives and level of comfort with risk.
Please provide your name and email and we will have an advisor contact you.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
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
The formalization and management of risk is a core part of our disciplined financial planning process; always insure what you cannot afford to lose. Learn more
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
The financial 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
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
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.
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.
Carson Group Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.
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.
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
The market is starting to grate on some investors. The S&P 500 dropped 4.6% last week on concerns the reported trade truce wasn’t as substantial as hoped and that global economic growth continued to slow. Global stocks participated in the decline as the MSCI ACWI lost 3.5% last week. Read more
Pop quiz: Can you name more than three gifts you got for the holidays last year? A sweater, an Apple watch, a popcorn tin … and, ummmm? Most of us would be hard-pressed to answer this question, even by late January.
What we remember, of course, are the moments with family and friends – the relationships that are renewed in the holiday time of slowing down. Material gifts are fine for the moment, but they are usually forgotten even before they have the chance to break and wear out. Read more
There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more
Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor.
Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more
Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more
Published by Tyler Schlumpf
We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more
Last week provided investors clarity on their two biggest concerns: interest rates and trade. Federal Reserve communication indicated rate increases will likely slow in 2019, and over the weekend, the U.S. and China announced an agreement to delay an increase in tariffs from 10% to 25% on a wide range of U.S. goods. In exchange, the Chinese will buy more U.S. goods, and both sides will seek an agreement in the next quarter. Read more
