Kimberly Devine Email & Phone Number

Joseph Hopkins & Associates Estate & Retirement Planning is a full service financial advisory firm in Houston, Texas. Having served families for over 30 years, Joseph has the unique ability to custom design portfolios offering a sophisticated investment approach with the ability to add value in both prosperous and volatile markets. Joseph specializes in personal wealth management with a focus on 401K rollovers, self-directed IRAs, Roth IRAs and pension plans. He will assist you in managing your finances throughout your retirement life by integrating all areas of tax, gift trusts, estate and financial analysis, creating your very own "Investment Policy Statement." He shows you how to create and grow wealth and preserve and protect your life savings. As well as, assist in the distribution of your life savings in the most tax advantageous manner while living and at death.Specialties: •Investment Policy Statement (IPS)•Retirement Portfolio Tax Management•Retirement Income Management•Frequent Strategic Management•Estate Distribution Planning•Legacy Planning