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Secure your Future by
Engaging in Wise Financial Planning

We'll assist you in managing, increasing, and  safeguarding your wealth so you may achieve your goals by combining thorough financial planning with investment management.

Multi-generational family working with Financial Plan Providers LLC on long-term estate planning and wealth management
About

Complete Asset Management Putting Your Priorities First. Always.

GET TO KNOW US

At Financial Plan Providers LLC Advisors, we are dedicated to helping our clients achieve their financial goals. We believe in providing personalized service and building long-term relationships. Our team is committed to understanding your unique needs and developing a customized plan to help you succeed.

15+ Years

Stability and breadth of experience to handle any situation

Fiduciary

We put your best interests ahead of our own

$1B+ AUM

Size and scale to our clients’ benefit

Holistic

Full range of wealth management services

Featured In

At Financial Plan Providers is a free Financial Advisor and Wealth Management firm in Houston, TX. We specialize in total wealth management services, including comprehensive financial planning and investment management.

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For more than fifteen years our Houston financial advisors have been serving the financial needs of individuals, families, and businesses in our area and around the country. Our primary goal is to Simplify Your Financial Life. Together, we’ll construct a financial game plan and investment strategy to meet your goals and manage your wealth, giving you greater confidence in your future.

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FREE-ONLY FINANCIAL ADVISOR | HOUSTON, TX

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Are we right for you?

Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We make it easy to speak with our wealth advisors – meet by phone, in-person, or online.

Total Wealth Management

At Financial Plan Providers, our financial advisors go beyond just managing your investments – we provide comprehensive wealth management solutions. We integrate all aspects of your financial life, enabling us to advise on your whole picture

Certified financial advisors at Financial Plan Providers LLC discussing estate planning,and financial planning

Financial Planning

Entering retirement without a financial plan is akin to constructing a house without blueprints: the outcome might not meet your expectations. By simulating your financial scenario, the expert financial planners at Financial Plan Providers LLC can modify essential elements of the plan to observe the effects before any real changes are made.

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The financial planning process starts with getting to know you and what's most important in your life. Through detailed discussions, we'll explore the answers to these crucial questions. We'll then customize our recommendations to fit your unique circumstances, ensuring that the financial plan we create is perfectly suited to you.

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Whether you're preparing for retirement, saving for college, buying your first home, or anything else, we've got you covered! Our financial advisors are Certified Financial professionals, equipped with the experience and expertise to help you navigate the most significant financial decisions of your life.

Download Your Free Guide Today

We’ve developed these financial planning and investing guides to help in your pursuit of a successful financial future.

Index Universal Life Insurance

(IUL)

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Securing Your Legacy

Cover of an ebook on financial planning, estate planning, risk management, and tax strategies by Financial Plan Providers LLC

Retirement Income Mastery

Cover of an ebook on financial planning, estate planning, risk management, and tax strategies by Financial Plan Providers LLC

UNDERSTANDING LIFE

INSURANCE

Cover of an ebook on financial planning, estate planning, risk management, and tax strategies by Financial Plan Providers LLC

KID'S SAVINGS PLANS AND COLLEGE PLANNING

Cover of an ebook on financial planning, estate planning, risk management, and tax strategies by Financial Plan Providers LLC

NAVIGATING DEBT

Your Guide To Freedom

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THE ULTIMATE GUIDE TO ANNUITIES

Cover of an ebook on financial planning, estate planning, risk management, and tax strategies by Financial Plan Providers LLC

Your Fiduciary
Financial Advisors

We are a team of Certified Financial Professionals delivering professionals delivering objective financial advice and total wealth management. As fiduciary financial advisors, we adhere to the highest legal and ethical standards, and put your interests ahead of our own.​​​

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Simplify Your Financial Life

We’ll give you peace of mind with our total wealth management solution.
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Financial Planning

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Planning your Financial Future is a Life-Long process. We'll ensure your Financial Plan adapts as your life evolves.

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Evidence-Bases Invest

We Build Investment Portfolios based on the science of the financial markets. Decades of research guide our strategy

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Ongoing Management

Rest easy knowing we'll keep you on track by managing your investments and monitoring your financial plan

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Unlimited Support

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We'll meet with you regularly in person, by phone, by email, or at whatever time is most convenient. Your advisor is here to help.

Specialty Programs

In addition to our traditional wealth management, financial planning, and investment management services, we also offer two specialty programs designed to help you enjoy a financial plan that puts your unique needs front and center.
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Retirement Income

Our proprietary retirement income strategy.
Income that lasts a lifetime.

Family Finance

Our Financial Planning and Investment program for families.

Services

The Blog

Weekly insights on the markets, economy, and financial planning.

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Want our best insights?

Sign up for our blog and be “in the know” on the markets, economy, and financial planning!

Are we right for you?

Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.

2600 S Gessner Rd, Suite 420-1, Houston, Texas,77063

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