Hoctor Financial Group

My role is to advise my client as to their best course of action. I am not compensated for selling investments or insurance. During an inital consultation you can explain what you are looking for and we will determine the extent of our relationship. We begin by completing a sophisticated, customized, and thorough personal profile. We will establish a written method, reviewed annually in person, which will direct our quarterly portfolio analysis.

Website

713-542-0489

Specialties

401K Consulting 403B Plans Asset Protection Certified Financial Planner CFP Â® College Planning Comprehensive Financial Planning Fee Only Fiduciary Independent Investment Advisor Investment Consulting Investment Policy Statements Investment Services IRA Retirement Planning Wealth Management

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Hoctor Financial Group / Financial Advisor in Houston, Texas

Specialties