Information Request

In our experience, we have found that there are several roadblocks -- lack of goals, inappropriate investments, and procrastination -- that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks. Our extensive library of financial articles and reference material is broken down into several areas.

In the areas that are a concern to you, please list some specific topics of interest. For example, if you wanted more information on long-term care, write long-term care in the text box next to Risk Management.

After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will prepare you a package from our library. All information will be kept confidential.

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Information Request


Information Request



Contact Information





College Station Office
707 Texas Avenue Suite 112-E
College Station, TX 77840
(979) 703-1836 Office
(979) 219-1762 Cell 
(979) 703-1837 Fax

The Woodlands Office
2002 Timberloch Place Suite 200
The Woodlands, TX 77380
(832) 786-1762 Office