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Scott M. Wallace, CFP®
(713) 785-3404
22322 Grand Corner Drive
Suite 125
Katy, Tx 77494

The Latte Lie and Other Myths Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

Understanding Today’s Financial Environment

Welcome, I’m Scott M. Wallace, CFP®, a financial professional in Katy, TX. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (713) 785-3404.

Helpful Content

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

 

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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