Broker Check

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

Products & Services

We provide assistance in the following areas: 

Investments

  • Mutual Funds
  • Common Stocks and Exchange Traded Funds
  • Corporate, Municipal and Government Bonds
  • Brokerage Accounts
  • Third Party Asset Management
  • Annuities
  • Alternative Investments

Financial Planning

  • Traditional, Educational, SEP, and SIMPLE IRA Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance