Find a Financial Planner in Sugar Land, TX

 

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We Only Work With The Best Sugar Land Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Sugar Land, TX


  • Financial Advisor Close to Sugar Land, TX

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Sugar Land Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Sugar Land area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Sugar Land can include managing client retirement accounts, investments, tax plans, and more.
20.3% of Sugar Land's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Sugar Land area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Sugar Land area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Sugar Land area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Sugar Land area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Texas has unique laws defining which actions trigger a taxable event and has the 20th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Sugar Land area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Sugar Land area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Sugar Land, TX


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Sugar Land, TX

We evaluated over 13,000 RIA firms to bring you the best of the best Sugar Land financial advisors.
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How Retirement-Friendly is Sugar Land, TX?

  • Population: 118,709
  • % of Population 62 Years and Over: 20.3%
  • Average Home Value: $327,400
  • Average Monthly Housing Cost: $1,689
  • Average Household Income: $157,923
  • Texas Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Texas Property Tax: 3.91% (9th Highest in U.S.)
  • Texas Individual Income Tax: 0.00% (Lowest in U.S.)
  • Texas Sales and Excise Tax: 4.28% (9th Highest in U.S.)


The Top Financial Advisor Firms in Sugar Land, TX


RWM CAPITAL, LLC

Website

(281) 277-0645

1650 Highway 6
Suite 250
Sugar Land, TX 77478

SEC#: 801-119513
Years in Business: 0 years

KINGS PATH PARTNERS LLC

Website

(832) 500-3101

206 Brooks Street

Sugar Land, TX 77478

SEC#: 801-107995
Years in Business: 4 years

WJ INTERESTS, LLC

Website

(281) 634-9400

2333 Town Center Drive
Suite 100
Sugar Land, TX 77478

SEC#: 801-61853
Years in Business: 18 years