Taxes

• Roth IRA
  ROTH IRA We work with you to tailor a plan that meets your businesses' needs while offering retirement security to your employees. With a retirement plan through EZ Financial Group, Inc., you'll never have to worry about hidden fees, mysterious administrative costs or wrapped charges --and, there are no kickbacks or referral fees. As an RIA firm we are able to offer funds and investment options at wholesale, not retail.

Investment

• Investment Management
  Unbiased, expert advice from experienced financial planning professionals with a track record of success. We offer portfolio management services on an asset based fee-only structure; no commissions.
• Mutual Funds
  Costly investments (including most mutual funds, annuities, and insurance options) prevent most individual employees and employers from maximizing their retirement funding.
• Wealth Management
  EZ Financial Group, Inc. is a Registered Investment Advisory (RIA) wealth management firm based in Houston, Texas. Our reputation has been built on a promise to put client interests ahead of our own, to generate original insight, and to translate that insight into results. We aim to show all our clients in plain terms the costs and benefits of all choices. At our firm, you are not just a number, you are our client and our clients are what keeps our business moving forward each and every day.

Planning

• Financial Planning
  We are a fee-only firm. Which means that we are compensated based on a % of the total assets under our management as well as financial planning services provided. Our compensation differs from that of the Broker-Dealers because we do not receive commissions from any of the firms or financial products. Our sole purpose is to help clients achieve their financial goal since they are our only source of income.
• Retirement Planning
  EZ Financial Group, Inc. acts as your retirement plan quarterback and collaborates with the other retirement specialists that we select with you to manage your retirement plan. We combine the best technology with experienced TPA's and help from one of our financial experts which makes the management of our retirement planning solutions easier than ever. Our experts understand that every small business has unique needs, that is why we don't offer a "one-size fits all" solution, contact us today to find out how we can be your best asset.
• Annuities
• Asset Management
• Gifting Strategies
• College Funding