Problems We Help Solve
We can help you use the nest egg you’ve built to fund your retirement future.
What We Do
Backed by nearly 45 years of combined personal and professional investment experience, Assurance Wealth Management equips investors in all stages of life and financial situations with the tools needed to invest with confidence and understand what a tailored investment strategy can do for them.
Retirement Planning
Define your goals and develop an individual strategy that maximizes your retirement income.
Live More. Stress Less.
The road to retirement shouldn’t be riddled with uncertainty and stress. Our retirement planning advisors have deep expertise in retirement investing so you can approach retirement with confidence. With a tailored strategy that meets you where you are today, we can help you live how you want tomorrow.
We take a comprehensive and collaborative approach in working toward a smooth financial transition to retirement. By understanding your current income and assets and your future goals while also focusing on risk mitigation, we can shed light on how your current situation compares to your future goals and how you can make your retirement dreams a reality.
Once we create your individualized plan together, we will continue to review your portfolio’s progress and make changes as necessary. And you will always have peace of mind in knowing where your investments stand thanks to 24/7 accessibility through your online client portal.
Tax Planning
Minimize your tax burden and maximize your asset longevity by planning where your money will come from.
Maximize Your Financial Future By Minimizing Taxes
Retirement planning doesn’t stop once you retire. One of the most overlooked factors of retirement is when and from where you will take your money. The wrong choices can have lasting negative effects on your financial stability in retirement.
We take a calculated approach in advising you on distribution strategies using industry best practices, data and risk mitigation. Our goal is to minimize your tax burden so you can maximize your retirement assets, allowing you to enjoy a better financial future for years to come.
Trust & Estate Planning
Create a lasting financial legacy for the people and causes that matter to you most.
Create an Enduring Financial Legacy
We believe that it is critical to plan today for what you want tomorrow. Whether you want to take care of loved ones or impact your community through philanthropic giving, our estate planners in Texas can assist you with tailoring a plan that creates a lasting financial legacy and passes on your assets to the people and causes that matter most to you.
Our estate planning services ensure that your assets are maximized so that more of your money goes where it is intended and not the IRS. No matter how complex or simple your future plans are, the Asset Wealth Management team is poised to ensure your investment strategy is aligned with your estate goals.
Investment Management
Build and preserve your wealth with a holistic investment management approach that takes your unique financial situation into consideration and optimizes it.
Preserving, Protecting And Optimizing Your Assets
Our team of Houston investment management advisors are committed to excellence in delivering a high standard of care to individuals and families with significant means. A high-value portfolio can mean more complicated decisions are necessary, and our wealth managers draw on their deep experience and industry best practices to tailor plans to address your complex needs and goals.
We are committed to preserving and growing your financial capital by delivering personalized attention and an exclusive portfolio of investment management services based on your unique goals and preferences. From investing your assets to managing risk to maximizing philanthropic impacts, our specialized resources and care are designed to optimize your opportunities and overcome challenges in achieving your lasting financial legacy.
Social Security Planning
Social Security is one of the most valuable and least understood benefits available to retirees today.
Plan For a Social Security Strategy That Fits Your Retirement
Social Security is one of the most valuable and least understood benefits available to retirees today. Advanced planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.
Our advisors, led by our National Social Security Advisor, Jaimin Garabedian, will provide you with much-needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes and maximize your personal benefits. Whether you’re single, married, divorced or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.
Risk Management
Know how much of your portfolio is at risk at all times thanks to our highly transparent, risk-minimizing investment philosophy.
Understanding and Mitigating Risk
Any holistic and robust investment strategy must account for risk. We take a unique approach to risk management. We work hard to understand your goals and then maximize your investment while mitigating as much risk as possible. Our approach ensures that you understand the risks involved with your investments and that you are comfortable with those risks.
Once we put your plan in action, we keep you informed of the risks at all times through regular, transparent communication and access to your portfolio through our online client portal. If at any time you want to change your investment strategy as risks and markets change, we can work together to review your strategy and pivot to ensure your assets are protected and optimized.
