Contact Us
We will lead you through the the step-by-step process. It all starts with understanding you. We work to understand your thoughts and feelings about investments. We want to understand what worries you when you think about retiring. And of course we want to understand your vision to how you want to spend your retirement and how you want to leave your legacy.
Working together, we create your financial plan and strategy. This plan will be tailored to address your fears and take the steps needed to enable your vision. Along the way, we will be there to ensure that you stay on track to meet your goals.
We are committed to providing our services at competitive, transparent fees aligned to your interests. In most cases, your fees are based on the amount of assets managed, which aligns our incentives to yours - when your portfolio does well, we do well as a firm. We also have many clients with traditional brokerage accounts when you want to take more of an active role in shaping your portfolio.
Book an appointment
Use the form below to tell us about your financial inquiry, and we’ll call you back to schedule an appointment. Please be as detailed as possible. You may also email or call us to make an appointment. Our general response time is one business day.
➤ location
2700 Post Oak Blvd, Suite 1700
Houston, Texas 77056
Office Hours
Monday - Friday
8AM - 5PM
☎ Contact
Cheryl.Brown@SunbeltSecurities.com
(832) 404-2080
Jeanine.Fisher@SunbeltSecurities.com
(713) 800-0313
Check the background of these Investment Professionals at FINRA’s BrokerCheck.