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]