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:
Vincent R. Townsend (RFC®), RFP
(512) 343-7947
9500 Arboretum Blvd #170
Austin, TX
Company
Personal Economics Group
Qualifications
Years of Experience: 26
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Executive Compensation Planning, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, 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. 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:
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:
Morgan Stanley
(800) 422-5766
24 Waterway Avenue,Suite 600
The Woodlands, TX
 
Mr. Masroor Ahmad Adnan (RFC®), CFP
(512) 744-4811
10415 Morado Circle
Austin, TX
Company
Amerprise Financial
Qualifications
Years of Experience: 11
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
W. Todd Hickman (RFC®), CSA
(409) 832-9922
1391 Calder Avenue
Beaumont, TX
Company
Asset Growth Associates Tax and Retirement Advisors
Qualifications
Education: BBA
Years of Experience: 24
Membership
IARFC, SCSA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement 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, Business Coach, Healthcare Accounts, 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:
Van M. Pearcy (RFC®), MBA
(432) 683-0000
2020 West Cuthbert Avenue
Midland, TX
Company
Van Pearcy Financial Services
Qualifications
Years of Experience: 23
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, Precious Metals, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, BuySell, Compensation Plans

Data Provided by:
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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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