We can help you find a Houston financial advisor to assist you in achieving and maintaining financial independence. This is actually the purpose of our firm. We are proud to assist our clients in their wealth management. Our team is made up of experienced professionals from many backgrounds. We stand by the "E"s of education, ethics, and client empathy. In a culture that values compliance, we provide technical competence, empathy for our clients, and tailored services in areas such as tax, family office, investment management, and financial planning. Our financial planners assist our clients in managing cash flow, insurance requirements, retirement planning, and estate planning. The long-term wealth management plan of a client is the roadmap that will guide the various disciplines. A holistic approach to all these areas will result in better results for clients, and provide a pleasant experience overall. The investment committee strives to fulfill client expectations and align with clients' overall financial plans. Our investment committee helps clients identify their different investment categories and assess their willingness and ability to accept risk. Portfolios are managed by our team on an individual basis. We manage portfolios for clients with five risk levels, from conservative to aggressive. Portfolios can be constructed with individual bonds, mutual funds, or exchange-traded funds. Our investment team can work around the constraints of low-cost investments to provide a comparable portfolio experience and defer capital gains tax for many clients who come to The Financial Advisory Group. We are aware that clients' portfolios need to be managed differently in different stages of their financial lives, including accumulation, growth, distribution, and beyond.