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.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Technology tips to make your next trip even better.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Taking regular, periodic withdrawals during retirement can be quite problematic.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investors seeking world investments can choose between global and international funds. What's the difference?
Making the most of surprises is a great reason to work with us.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you have causes that you want to support with donations? Here are three tips.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, cracking the code on bonds.