Plains Wealth Management provides comprehensive unbiased financial advice to our clients. Whether you are investing to build wealth, protect your family, or preserve your assets - our service is focused on your interests & long-term goals.
WHAT TO EXPECT:
Our process begins with a complimentary initial meeting where we introduce our practice and services to you and gain a better understanding of your current financial situation, goals and concerns. We provide you with a list of documents to bring that will assist us in gaining a better understanding of your unique situation.
After learning more about you and your goals, we arrange for a second meeting where we will present you with an assessment of your current financial health and how we can help you plan for your financial future.
We will then begin to build a tax-smart plan for your financial success. Our comprehensive financial planning services include risk assessment, retirement planning, estate planning, tax planning, education planning and cash management.
We believe that for your financial plan to be successful and stay relevant, we must stay current on your situation and life changes. Our advisors will review your portfolio with you, in person, every quarter.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Plains Wealth Management and Plains State Bank are not registered broker/dealers, and are independent of Raymond James Financial Services.
Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm
Company Details
- Employees
- 10
- Address
- 6019 Schuler Street, Houston,texas 77007,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Planning, Retirement Planning, Wealth Management, Investment Planning/Management, Estate Planning.
- HQ
- Houston, Texas
Plains Wealth Management Questions
Plains Wealth Management's website is https://plainswealthmanagement.com/
Plains Wealth Management's LinkedIn profile is https://www.linkedin.com/company/plains-wealth-management
Plains Wealth Management has
10 employees.
View email and phone details for 10
employees at Plains Wealth Management.
Plains Wealth Management's industry is
Financial Services
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Plains Wealth Management's categories are Financial Services
