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.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
At what point can you call a personal vehicle commercial?
It may help your business be better prepared in the event of the death of a principal or key employee.
Understanding the value of a home warranty.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are three things to consider before dipping into retirement savings to pay for college.
A special needs trust helps care for a special needs child when you’re gone.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Investors seeking world investments can choose between global and international funds. What's the difference?
You’ve made investments your whole life. Work with us to help make the most of them.
All about how missing the best market days (or the worst!) might affect your portfolio.