Free 401(k) management services are offered.

We have a long history of successful portfolio management with over 100 employers in the Texas/Louisiana area.

These employers typically offer little to no financial guidance and we’ve been offering these free services for over 15 years.


IRS Maximum Contribution $17,500 for 2014 and catch up contribution of $5,500 for participants aged 50 or older.

Accounts must be established on later than December 31 or fiscal year-end.

Profit Sharing contribution of $52,000 for 2014.

 Why might an independent R.I.A. be a good choice for an investor?

  • Independent RIA’s generally have affiliations with a variety of firms that assist with tax planning, estate planning, money management and more. These affiliations allow them to help their clients with complex financial needs.
  • They generally have affiliations that are free from the conflicts of interest you often see at retail brokers, independent broker dealers, or captive insurance agents.
  • The compensation of some independent registered investment advisors is directly related to growing the assets of their clients, which can benefit the advisor and client alike.


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