14090 Southwest Freeway, Suite 300 • Sugar Land, TX 77478 Call Us! (713) 521-9525Home Client Area

How We're Different

*WHAT EXACTLY IS WEALTH MANAGEMENT?* *The two words signify a far-reaching kind of financial care. more

*GOOD FINANCIAL STEPS TO TAKE WHEN YOU GET MARRIED* *If you’re going to say “I do”, here are some things you might want to do. more

*Health Savings Account Advantages * *Health Savings Accounts offer more than tax breaks. more

How much can you withdraw from retirement savings w/o outliving resources? Money Cents Newsletter "Why 4%?" http://su.pr/1BIQxk

If you're going to say "I DO", here are some things you might want to do! Making Cents post http://su.pr/2G0Y8P

These two words signify a far-reaching kind of financial care: wealth management http://su.pr/5QFWsa

How We're Different

Fee-Only

Since 1991, Interactive Capital Management has been a fee-only firm. Our compensation comes strictly from the client, aligning our interests and allowing clients to receive objective advice.

Comprehensive Financial Planning

We evaluate your total financial life, not simply parts. This approach insures recommendations complement every aspect of your financial life.

NAPFA-Registered Financial Advisor

The National Association of Personal Financial Advisors (NAPFA) is an association of fee-only advisors that binds members to a Fiduciary Oath, a Code of Ethics, and superior educational standards.

The Fiduciary Responsibility

As a fiduciary, Interactive Capital Management, by law, must act in good faith and in the best interest of the client, providing written disclosure of any conflicts of interest.

Independence

Interactive Capital Management is not affiliated with or a subsidiary of any other firm. Our recommendations are chosen from all possible sources. Thus, we can recommend what’s in your best interest.

Experience and Education

For over 18 years, Interactive Capital Management has navigated the uncharted waters of comprehensive, fee-only financial planning. We’ve obtained the necessary experience to ensure a successful client experience. The CFP® designation signifies the advanced level of financial knowledge to better serve our clients' needs.

"Whenever you see a successful business, someone once made a courageous decision."

— Peter Drucker

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