Understanding Today's Financial Environment
Welcome, I'm Samuel Collins III, a financial consultant in Hitchcock, TX. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (409) 986-3979.
Helpful Content
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?