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Scott M. Wallace, CFP®
(713) 785-3404
23907 Enchanted Crossing
Katy, TX 77494

Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

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.

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A Look at Diversification

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Is a Variable Annuity Right for Me?

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Retirement Traps to Avoid

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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

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Enter various payment options and determine how long it may take to pay off a credit card.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

A Bucket Plan to Go with Your Bucket List

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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

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

What Can a Million Dollars Buy You?

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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