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

How We're Different

*August 2010 Monthly Economic Update * For the stock market investor, last month was pretty lackluster – *the DJIA suffered its first negative August since 2005, sliding 4. more

*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

"August 2010 Monthly Economic Update" on Making Cents DJIA first August loss since 2005. http://su.pr/65epRB

Tired of "Salesman" financial advisors? "Why People Want Independent Financial Advisors" Money Cents blog post http://su.pr/1F8ui1

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

Fee-Only

Curtis A. Smith, CFP® shares the distinction of NAPFA-Registered Financial Advisor with approximately 1,500 advisors nationwide.

An advisor must meet numerous requirements to achieve this designation, the principle among them being our strict adherence to a fee-only model. In short, we do not earn any transaction-based compensation from financial planning related activities. Furthermore, we are not affiliated with a commission-earning firm like a bank, broker-dealer, or insurance company.

As NAPFA-Registered Financial Advisors, we are bound by the NAPFA Code of Ethics and must sign the NAPFA Fiduciary Oath annually. Additional prerequisite requirements include a broad-based advanced education in financial planning, three years of comprehensive planning experience, and the submission of a comprehensive financial plan for peer review. We must also offer comprehensive planning services and participate in a minimum of 60 hours of approved continuing education every two years.

When one door closes another door opens; but we so often look so long and so regretfully upon the closed door, that we do not see the ones which open for us.

— Alexander Graham Bell

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