Areas of Focus

Houston Capital Partners is a comprehensive, fee-based financial planning firm specializing in the unique needs of the affluent client and business owner. Each client situation is uniquely analyzed to determine the most appropriate strategies needed to accomplish your desired objectives.

HouCap offers specialist advice in the following areas:

  • Retirement Income Planning to maximize the use and enjoyment of money
  • Income Tax and Estate Tax Planning to determine which of the more than 35 tax-planning strategies are appropriate for your situation
  • Investment Planning, inclusive of definition of investment objectives, risk tolerance, and appropriate asset allocation and selection
  • Asset Protection Planning to help protect what you've worked so hard to achieve 
  • Estate Planning to allow you to judiciously pass on to loved ones and charities assets to assure your legacy
  • Risk Management including Life & Disability Income insurance needs analysis, Retirement Income, Budgeting and Cash Flow
  • Business Continuation involving Buy-Sell Strategies, Key Person Insurance, and Executive compensation arrangements
  • Retirement Plan Management, design, implementation, and ongoing management