Retirement Income & Legacy Planning in Houston, Texas
How long will your money last in retirement?
Turn the corner from wealth accumulation to retirement income planning.
Your retirement plan can aim to do much more than only “make your money last.” We call it Wonderfully Rich Retirement® financial planning.
We want you to enjoy a rich, satisfying lifestyle in retirement – on your terms – that can live on beyond your last days.
Learn how we differentiate our retirement income financial planning from other wealth management firms by focusing on three critical outcomes.
Comprehensive Wealth Management Services
Charlie Rawl has extensive experience in the Banking, Insurance, and Investment industries, a multi-industry perspective that powers our team to combine holistic wealth management and investment services with proactive, tax-optimized retirement income and estate planning. [read more]
Focus on Your Protected Retirement Income
Typical retirement planning touches only the tip of the iceberg. We go beyond to put our clients in control of the many forces that impact life in retirement by focusing on three critical outcomes: managing a multitude of risk factors, ensuring a reliable retirement income stream, and reducing tax rates toward zero. [read more]
Solutions for Business Owners and High-Income Earners
Slash Tax Bills and Unlock Greater Retirement Savings
A Cash Balance Pension Plan is a powerful strategy for retirement savings designed for high-income individuals and business owners seeking to maximize their savings and minimize taxes. [read more]
Enhanced by the Power of Life Insurance
Life insurance powers wealth management with products that can generate attractive income tax-free internal rates of return on top of providing immediate liquidity to the beneficiaries at the death of the insured.
View solutions we have provided with life insurance. [read more]
Recent Articles
Charlie Rawl Completed Advanced Training on New IRS Rules Including SECURE Act Regulations
Members of Ed Slott’s Master Elite IRA Advisor Group attend semiannual workshop October 24-25, 2024. The invite-only workshop offered advanced training on retirement account planning [...]
Tax Diversification is Key to Achieving a Tax Savvy Retirement Income Plan
A tax-savvy plan contains money in three tax buckets One critical outcome in your retirement income financial planning – on the journey toward [...]
How to Find the Retirement Strategy That Works for You
A retirement strategy designed for your needs You want a retirement strategy that’s based on your situation and designed for your needs and your [...]
Whistleblowers and The Billionaire Scoundrel
The Story Within the Story A hidden tale about two whistleblowers who upended Stanford’s $7 billion Ponzi scheme and guided the SEC through the [...]
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