Taxes

• Tax Planning
  The advisors on our team have years of experience in addressing important financial matters such as asset preservation, tax planning, managing cash flow, managing education debt, valuing a company or practice for purchase or sale and, ultimately, financial independence. Here is how we’ll go about building a wealth management plan for you, using our four-step process...
• Tax Services
• Income Tax

Investment

• Investment Management
  Investment management begins with the design and implementation of an Investment Policy Statement (IPS). This serves as the foundation for all investment-related decisions for the plan. Our monitoring process helps ensure adherence to the IPS.
• Wealth Management
  With her customer service experience in the retail industry and financial background from Wells Fargo and RBC Wealth Management, Elva transitioned into our retirement plan consulting area and works closely with the employers and employees of our retirement plan clients.

Accounting

• Accounting Services
• Payroll Services

Planning

• Financial Planning
  After working briefly in the Non-Profit sector, Jeff began his career in financial planning at Merrill Lynch in 2012, where his passion for working with people to help improve their financial position was forged. In addition to his primary role as a financial planner and wealth management advisor, Jeff became part of the management team for six Houston-area offices, in charge of the hiring, training, and coaching of advisors in those branches. Once his practice grew to a certain size, Jeff made the decision to move to Raymond James in 2019 so he could provide fiduciary advice and guidance in a truly independent, customized, and objective manner.
• Retirement Planning
  Jeff holds the Chartered Retirement Planning Counselor professional designation and specializes in assisting future retirees in understanding the retirement planning process and helps active retirees with the daily necessities of customized wealth management. He also serves clients who are mid-career with high earnings and want assistance with wealth accumulation, insurance planning, education funding and other goals.
• Long Term Care
• Asset Management
  “I’m a tactical money manager. Although I maintain proper asset allocation across accounts as a baseline means of risk management, most of my clients also have a tactical sleeve in their investment portfolios. These tactical sleeves dynamically adjust market exposure to equities and market risk according to changing market conditions,” Scott said. “In this way, I believe my clients have the potential to achieve a greater degree of capital preservation in bear markets without sacrificing growth opportunities in bull markets.”
• College Funding
  Whether your goals are personal financial intentions such as retirement and education planning, or long-term business objectives such as key employee retention and succession planning, The Noble Group is here to guide you along your journey – from identifying your intentions to seeing them come to realization.