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      Details

      We plan for others as we would plan for ourselves.

      General Info

      We have been doing Financial Planning for over 23 years. The average experience of our advisors is over 30 years. We have been ranked among Americas Top Financial Planners by a major consumer research organization. We were recognized in Texas Monthly magazine as a 5 Star Wealth Advisor in the Houston area (among the top 2%). Our president is a Top of the Table qualifier with the Million Dollar Roundtable, an international organization in 72 countries, ranking her among the top 2% worldwide.If you don't have a written Financial Plan, why not?

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri

      Contact Info

      Phones:

      Main - 713-212-7565

      Fax Number - 713-212-7597

      Juanita's Cell - 832-283-0320

      Address:
      675 Bering Dr Ste 575 Houston, TX 77057
      Email:

      Link:

      Company Website

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      Category
      Financial Services
      Services / Products
      Financial Planning services including investments, business, estate, education, retirement and estate planning. We offer various forms of investment and insurance products that fill a variety of accumulation and risk managment needs. We never recommend any products and services to our clients that we would not also use ourselves under the same circumstances.
      Payment Options
      check
      Brands
      Most Popular Brands
      Location
      Galleria area in the heart of Tanglewood on Bering Dr. just South of Woodway.
      Neighborhoods
      Westside, Great Uptown
      Amenities
      We never charge a fee for education or planning services. If our clients think our work was beneficial, we ask for product loyalty and referrals to others who may benefit from our services. This philosophy has served us very well over the past 20 years and we see no need to change it.
      Languages
      English, Spanish
      Accreditation

      CFP, Certified Financial Planner

      ChFC, Chartered Financial Consultant

      CLU, Chartered Life Underwriter

      AIF, Accredited Investment Fiduciary

      LUTCF, Life Underwriter Training Fellow

      Associations
      Please click on Associates in our website at www.houstonfinancialcenter.com
      AKA

      Juanita Causey, CFP, ChFC, CLU

      Data provided by one or more of the following: Thryv, Data Axle, Yext.