Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your goals and objectives. We can help you execute a sound financial program utilizing the following products and services:

We serve individuals and businesses in all areas of financial stratagies, including:

Retirement Strategies

  • Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably.

Tax management

  • Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate planning

  • Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk management

  • Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding a suitable policy for your situation.

Education funding

  • Recommending investment and accumulation strategies to help you pay for your children's education.

Investment Strategies

  • Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and ideally exceed your goals.

Employee and executive benefits

  • Helping your business attract and retain qualified employees through benefit packages.

At Brazos Financial we focus on simplifying investment strategies because making financial decisions shouldn't be difficult or complicated.

You wouldn't attempt to build a million-dollar dream home without a complete set of blueprints.  Why would you attempt to manage a million dollar retirement without the same level of detail?

We would love to visit with you and help you develop a blueprint for your financial future. We offer a free financial review with the understanding there is no cost or obligation to you.