Charles W. Rawl & Associates, LLC
2700 Post Oak Boulevard, Houston, TX 77056
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
2700 Post Oak Blvd #1700, Houston, TX 77056, United States
About the Business
Charles W. Rawl & Associates, LLC is a finance institution located at 2700 Post Oak Boulevard, Houston, Texas. Specializing in Retirement Income & Legacy Planning, they focus on managing risks and ensuring a reliable retirement income stream for their clients. They offer proactive, tax-optimized retirement income and estate plans, including a Comprehensive Tax Savvy retirement income plan to minimize lifelong tax.
Their goal is to build the most efficient, longest-lasting, tax-optimized retirement income stream, utilizing income from three tax buckets: the pre-tax bucket, the after-tax bucket, and the tax-free bucket. Some clients are able to achieve a zero percent tax rate at some point in their retirement. They go beyond traditional retirement strategies to develop a comprehensive Retirement Income Maximized plan, pinpointing multiple income maximizing strategies.
In addition to income maximization, they also focus on comprehensive risk management, integrating investment and income plans with estate plans to encompass new risks that arise in retirement. They provide proactive financial planning analysis and advice, working with tax and legal professionals to implement creative solutions.
Their legacy planning is customized to the unique needs and desires of each individual client, whether it be leaving a legacy to heirs or special charitable causes. They aim to minimize taxes, maximize legacy, and ensure the legacy goes where it is intended. Charles W. Rawl & Associates believes in providing a Wonderfully Rich Retirement® on their clients' terms.
With a focus on tax-savvy, income-maximized, and risk-managed retirement planning, they offer a sophisticated process to help determine the best strategies for each client. They understand that there is no one-size-fits-all retirement strategy and work with clients to find the most suitable approach for their individual needs.
For those looking to take the first step towards a truly tax-savvy and income-maximized retirement, Charles W. Rawl & Associates, LLC offers personalized planning services to help clients achieve a Wonderfully Rich Retirement®.
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