Our Firm

Financial Synergies Agency, Inc. is a Licensed Texas Corporation. We have been in business within the north Houston area for over 25 years. We are active in our area, supporting the Humble Chamber of Commerce and various philanthropic organizations that help support our neighborhoods and community.

The purpose of our firm is to use the goal based objectives of our clients to create a comprehensive financial plan. The intention of overall financial planning is to use investment vehicles that compliment the tax, retirement, and legacy building desires of our clients. By taking into consideration the entire welfare of each client's individual situation, we present solutions from a financial perspective. This perspective helps to empower our clients to recognize and understand how financial objectives can be achieved through their portfolios. We also continue to evaluate changes in investment products and services and how it could affect or improve the individual financial plan.

We are reaching our goal of working with clients that are confident in their financial plan through offering newsletters, quarterly educational seminars, and other informative events as well as building lasting relationships with business owners, individuals and their families. We strive to meet at least annually with each investor to consider changes in their lives. Then together we review their plan to be certain that the recommended investments will maintain their original investment objectives. We also determine if recent life changes might result in the need to redefine financial priorities.

We value each client relationship, whether it requires retirement planning, 401(k) rollovers, small business wealth objectives or establishing a legacy by meeting with many generations of one family. In an industry that currently seems to receive conflicting information that offers only blanket solutions, we are purposeful in growing one relationship at a time.