Around tax time, your attention is particularly focused on your finances and assets.  The current status of the economy can be unsettling and knowing how you can be prepared has become very important.  As you start working on your taxes, you’ll probably be reminded of some of the milestones that occurred during the previous year.

Did you recently move?  Has your relationship status changed?  Did you have a baby?  Are you now taking care of your parents?  Did you get a raise at work or change jobs?

If any of these milestones have occurred in the last year, they can affect how you should structure your long-term financial goals. These events, as well as many others, can change the focus of your investment goals.

This is where I can help.

Certainly, the past year may have raised questions or concerns, especially given the instability in the economy and stock market. Separately, your objectives or circumstances may have changed. It wouldn’t hurt to have a financial eye review your goals with you to make sure you’ll still be able to achieve them.

My primary concern is your financial well-being – let’s make sure that your investments are in order and that you won't be facing any unexpected surprises.  Please call me at 281-995-7290 to schedule an appointment.  I look forward to helping customers through education and simplicity.

Sincerely,

S. Todd Harris
Financial Advisor

*Securities offered through Royal Alliance Associates, Inc., Member FINRA & SIPC.