Investment Services Humble TX

Congratulations! You are joining the ranks of the individual investor. Before you being investing in the stock market, there are a few places you should put your money. First, make sure you have at least 3 months of expenses saved in savings account or money market fund in Humble. At the same time, you also want to make sure you are contributing to a retirement account; either through a 401(k) at your work or a ROTH IRA.

Mr. Donald James Traugott (RFC®), CLU, LUTCF
(832) 764-0582
27303 Siandra Creek Ln
Spring, TX
Company
Traugott Advisory Group
Qualifications
Years of Experience: 32
Membership
IARFC, MDRT, NAIFA
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Asset Protection, Compensation Plans

Data Provided by:
Ruben Ruiz (RFC®), CHFC, CLU, MSFS
(512) 396-2487
1920A Corporate Dr 106
San Marcos, TX
Company
The Ruiz Financial Group, Inc.
Qualifications
Education: BBA, MSFS, CLU, ChFC. CSA, RFC
Years of Experience: 25
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Business Coach, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Michael David Kolacz (RFC®), CEP, LUTCF
(972) 404-9300
6860 N Dallas Pkwy Ste 200
Plano, TX
Company
Chase Warner Financial, LLC
Qualifications
Years of Experience: 28
Membership
IARFC, MDRT, FPA, SFSP, NAIFA, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Larry C. Cannaday (RFC®), CSA
(903) 577-7086
2001 West Ferguson Road, Ste. 2000
Mount Pleasant, TX
Company
Cannaday Financial Services
Qualifications
Education: BBA-University of Texas @ ArlingtonCollege for Fancial PlanningSociety of Certified Senior Advisors
Years of Experience: 18
Membership
IARFC, SCSA
Services
Invoice, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Life Insurance, Charitable Planning, Education Plan, Asset Protection

Data Provided by:
Mr. Robert E. Mabe (RFC®), LUTCF, RFP
(361) 570-0611
4408 lilac Suite B
Victoria, TX
Company
Mabe Financial Group
Qualifications
Education: University of Houston 87'-91' Major-Finance, Minor-Accounting
Years of Experience: 20
Membership
IARFC, MDRT, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, CommOptions, Precious Metals, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Morgan Stanley
(800) 422-5766
24 Waterway Avenue,Suite 600
The Woodlands, TX
 
Mr. John Wolverton (RFC®), CLU
(214) 217-5804
15770 North Dallas Parkway
Dallas, TX
Company
Navigation Financial
Qualifications
Education: BS,ms,
Years of Experience: 33
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Education Plan, BuySell

Data Provided by:
Timothy G. Hermesch (RFC®), CHFC, CLU
(281) 648-3348
11419 Creekwood Hills Ln
Houston, TX
Company
Hermesch Group
Qualifications
Education: Balchor of Special Studies (BSS)
Years of Experience: 24
Membership
IARFC, SFSP
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Medicaid Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Ray Courville (RFC®), LUTCF, RHU
(409) 860-7250
P O Box 5636
Beaumont, TX
Company
Retirement Concepts
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Charitable Planning, BuySell, Compensation Plans

Data Provided by:
Dr. Geoffrey A. VanderPal (RFC®), CFP, CLU, MBA, PHD
(877) 460-1570
100 Congress Ave
Austin, TX
Company
Skyline Capital Management
Qualifications
Education: Doctorate of Business Administration and Finance (Nova Southeastern University).Master of Business Administration (Webster University).
Years of Experience: 19
Membership
IARFC, FPA, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Data Provided by:

Stock Market Basics

Q: I have never invested in the stock market and was wondering what is typically recommended for a single income salary?

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Congratulations! You are joining the ranks of the individual investor. Before you being investing in the stock market, there are a few places you should put your money. First, make sure you have at least 3 months of expenses saved in savings account or money market fund. At the same time, you also want to make sure you are contributing to a retirement account; either through a 401(k) at your work or a ROTH IRA. Try and take advantage of the maximum amount these retirement plans allow you to save ($15,500 to a 401(k) and $5,000 to a ROTH IRA). Once you have checked these two items off your financial checklist, and you would like to begin investing in the stock market, a mutual fund is the best place to start. Ideally, contribute as much as your salary lets you! Make sure you are diversified; a Moderate Allocation mutual fund can help serve that need.


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