Benefits analysis and planning in The Woodlands, Texas

Legacy Capital is a leading wealth management firm located at 1725 Hughes Landing Boulevard in The Woodlands, Texas. Specializing in accounting and finance, we work with individuals, families, executives, and business owners to help them achieve their financial goals and create a lasting family legacy. Our team of experts develops personalized portfolio strategies based on your risk tolerance, provides guidance on estate planning with the help of an Estate Attorney, and offers support to business owners in maximizing their efforts. Whether you are preparing for retirement, looking to build wealth for the future, or starting a new venture, Legacy Capital is here to assist you every step of the way. We offer services such as cash flow analysis, investment strategy selection, and maximizing Social Security and Medicare benefits. Our goal is to help you create a comprehensive financial plan, eliminate debt, and set achievable goals for a secure financial future.

Focused Growth Performance (FGP) is a business coaching institution located at 25511 Budde Road in The Woodlands, Texas, United States. Our experienced coaches act as guides to help individuals and companies achieve their goals and dreams. Through small group coaching sessions, participants can gain valuable perspective from others in similar industries or from different business types. We also provide DISC assessments to help clients better understand their behavioral styles and motivational drivers. Our training and workshops are designed to maximize learning and growth, with topics ranging from strategic planning to leadership development. Additionally, we assist businesses in preparing for strategic ownership changes, ensuring they get the most value for their business. With a focus on achieving results, our coaching sessions are tailored to address key issues and drive quick impacts to the business. Whether you're looking to improve profitability, enhance leadership skills, or simply gain an outside perspective on your business, FGP is here to help you succeed. Contact us for a free Business Review to see how coaching can benefit you and your business.

Kevin Dean, a Financial Advisor at Ameriprise Financial Services, LLC, located at 24 Waterway Avenue in The Woodlands, Texas, offers personalized financial planning services tailored to your individual goals and risk tolerance. Whether you are planning for retirement, education, or a major purchase, Kevin provides investment recommendations and portfolio analysis to help you achieve your financial objectives. With regular meetings to review your progress and update your approach as needed, Kevin is dedicated to helping you track your financial goals effectively. As a client of Ameriprise, you benefit from the expertise of the Ameriprise Investment Research Group, ensuring that you receive guidance based on market conditions and developments. If you are considering working with Kevin, you can schedule a complimentary initial consultation to discuss your financial goals and learn more about the services offered. Please note that investment products involve risks, and it is important to review the terms and conditions of Ameriprise Financial Services, LLC before proceeding.

Timothy Doherty is a Financial Advisor at Ameriprise Financial Services, LLC, located at 24 Waterway Avenue in The Woodlands, Texas, United States. With a focus on personalized financial advice, Timothy takes the time to understand your goals and help you prepare for the expected and unexpected events in life. Whether you're saving for college, planning for retirement, or looking to make smart investments, Timothy can help you feel more confident and in control of your financial future. If you're interested in learning more about how Timothy can help you achieve your financial goals, you can schedule a complimentary initial consultation. This consultation provides an overview of financial planning concepts and is available only in the United States. Please note that you will not receive written analysis or recommendations during this initial meeting.