Expert financial planning for seniors in Katy, Texas

The Katie White Team at Fairway Independent Mortgage Corp. is a finance institution located at 13812 Research Boulevard in Austin, Texas, United States. They offer a range of mortgage services and are not affiliated with any government agencies. Reverse mortgage borrowers must receive counseling sessions with a HUD-approved agency and be at least 62 years old. Monthly advances may affect eligibility for other programs. Fairway offers VA loans subject to individual entitlement amounts and eligibility criteria. Information, rates, and programs are subject to change and all products are subject to credit and property approval. Other restrictions and limitations may apply. Visit their website for more information: https://wowmivh.com/Fairway/Advisors/KatieWhite/landing.mp4.

Clearwater Financial Group is a leading institution in Houston specializing in annuities. Located at 24285 Katy Freeway in Katy, Texas, our team of experts is dedicated to helping clients secure their financial futures through strategic annuity planning. With years of experience and a deep understanding of the financial industry, we provide personalized solutions tailored to each client's unique needs and goals. Trust Clearwater Financial Group to guide you towards a secure and prosperous financial future.

Cathy Buchanan - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2900 Commercial Center Boulevard, Katy, Texas, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, estate planning, retirement planning, investment strategies, and more. The institution is committed to providing comprehensive and expert financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Their team of professionals are dedicated to upholding the highest standards of ethics and expertise in the field of finance."

Buscando Seguro is a health insurance agency located at 1820 South Mason Road in Katy, Texas. We specialize in providing individuals and families with comprehensive health insurance coverage to ensure they have access to quality healthcare services when they need it most. Our dedicated team of insurance experts is committed to helping our clients find the right insurance plan that meets their specific needs and budget. Whether you are looking for individual health insurance or a family plan, Buscando Seguro is here to help you navigate the complex world of health insurance and find the coverage that is right for you. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.

Estate Sales By K&D, LLC is a finance institution located at 611 Diamond Falls, San Antonio, Texas, United States. Due to Covid19 regulations, wearing a mask is recommended at all sales, with hand sanitizer provided and social distancing encouraged. Specializing in selling the contents of complete homes, luxury estates, antiques, collectibles, furniture, fine art, coins, fine jewelry, automobiles, and more, Estate Sales By K&D, LLC conducts 2 to 3 day sales depending on the estate size. Cash offers can be made for estates with insufficient items for a sale. They handle all advertising, signage, and directions, aiming to sell everything for top dollar and leave the house clean. When the time comes to liquidate an estate, Estate Sales By K&D, LLC offers a hassle-free compassionate service to maximize revenue. They provide organizing, staging, and selling of items in a professional manner. With experience and knowledge, they clean, organize, display, research, price, advertise, and sell estate contents, providing all staff and necessary equipment. Unsold items are boxed up for donation, with coordination for pick up by local charities and tax donation receipts provided. The house is left clean at the sale's close, with optional trash removal and house cleaning services available. Clients are not required to do anything, as the team ensures every item is properly analyzed and valued. Contact them at 210-350-4309 or 210-350-4946, or email estatesalesbykandd@gmail.com for a free consultation and successful estate sale plan. Look forward to upcoming sales with Katy and Debbie at Estate Sales By K&D, LLC.

Providence American Life Insurance, located at 535 East Fernhurst Drive, Katy, Texas, United States, is an insurance agency dedicated to providing peace of mind and financial security to individuals and families. We understand the importance of having life insurance to protect your loved ones in the event of your passing. At Providence American Life Insurance, we offer a range of insurance policies including term life, universal life, whole life, and more. Our team is committed to helping you select the right insurance plan that best fits your needs and circumstances.

Rob Linder - Sales Manager at Revolution Mortgage is a leading financial institution located at 23501 Cinco Ranch Boulevard in Katy, Texas, United States. Specializing in mortgage services, Rob Linder and his team are dedicated to providing top-notch customer service and expert advice to help clients secure the best loan options for their needs. With a wealth of experience in the industry, Rob Linder is committed to guiding clients through the home buying process with ease and efficiency. Trust Revolution Mortgage for all your mortgage needs and experience the difference that a dedicated sales manager can make.

Houston Retirement Guy is a leading finance and insurance agency located at 9432 Katy Freeway in Houston, Texas. Our dedicated team of experts is committed to helping individuals and families plan for a secure and comfortable retirement. With a focus on personalized service and tailored solutions, we strive to provide our clients with peace of mind and financial security for their golden years. Contact us today to learn more about how we can help you achieve your retirement goals.

Golden Rule Concepts is a reputable insurance agency located in Katy, Texas, United States. With a commitment to providing top-notch insurance solutions, they prioritize their clients' needs and offer a wide range of insurance options to suit individual requirements. Their experienced team of professionals is dedicated to providing excellent customer service and ensuring that each client is well-protected. Visit Golden Rule Concepts at 25619 Reign Wayman Court for all your insurance needs.

Davis Capital Corp - Houston Annuities is a finance institution located at 25815 Karen Lane in Katy, Texas. Specializing in annuities, they provide expert financial services to help clients secure their financial futures. With a team of experienced professionals, Davis Capital Corp is committed to helping individuals make informed decisions about their investments. Whether you are planning for retirement or looking to grow your wealth, Davis Capital Corp - Houston Annuities is here to help you achieve your financial goals.

Fitzgerald Wealth Management is a reputable finance institution located at 18211 Katy Freeway in Houston, Texas, United States. With a focus on helping clients achieve their financial goals, the team at Fitzgerald Wealth Management offers personalized wealth management services, investment advice, and financial planning solutions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experienced professionals at Fitzgerald Wealth Management are here to provide expert guidance and support. Trust in Fitzgerald Wealth Management to help you navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.