HOUSTONASSETMGMT.COM

Houston Asset Management

For over 30 years, Houston Asset Management has been helping its clients achieve their objectives by providing independent comprehensive financial planning. Services. Our philosophy is to become working partners with our clients. We take the time to really listen to and get to know our clients and their objectives and problems and then use our experience to provide a prompt and efficient solution. Together we work with our clients to help them go all the places they dreamed of.

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Houston Asset Management

1800 West●●●●●●●●●uth #1980

Ho●●on , TX, 77027

US

1.99●●●●9999

ho●●●●●●●●@HYPERCON.COM

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Houston Asset Management

Frater, Robert

1800 We●●●●●●●p South

Ho●●on , TX, 77024

US

1.71●●●●1534

kt●●●●●@houstonassetmgmt.com

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Houston Asset Management

Frater, Robert

1800 We●●●●●●●p South

Ho●●on , TX, 77024

US

1.71●●●●1534

kt●●●●●@houstonassetmgmt.com

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Houston Asset Management | houstonassetmgmt.com Reviews

<META> DESCRIPTION

For over 30 years, Houston Asset Management has been helping its clients achieve their objectives by providing independent comprehensive financial planning. Services. Our philosophy is to become working partners with our clients. We take the time to really listen to and get to know our clients and their objectives and problems and then use our experience to provide a prompt and efficient solution. Together we work with our clients to help them go all the places they dreamed of.

<META> KEYWORDS

1 plan

2 who we are

3 mission statement

4 bob frater

5 chris brown

6 bob hampton

7 richard hollis

8 rich welsh

9 staff

10 what we do

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plan,who we are,mission statement,bob frater,chris brown,bob hampton,richard hollis,rich welsh,staff,what we do,investment management,financial planning,news and info,firm newsletter,scholarship info,documents,financial resources,stock quotes,market recap

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Houston Asset Management | houstonassetmgmt.com Reviews

https://houstonassetmgmt.com

For over 30 years, Houston Asset Management has been helping its clients achieve their objectives by providing independent comprehensive financial planning. Services. Our philosophy is to become working partners with our clients. We take the time to really listen to and get to know our clients and their objectives and problems and then use our experience to provide a prompt and efficient solution. Together we work with our clients to help them go all the places they dreamed of.

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houstonassetmgmt.com

1

Houston Asset Management

http://www.houstonassetmgmt.com/documents

We have provided the following documents for your convenience. HAM's ADV Part 2A and 2B. Business Continuity Plan Disclosure. 169; 2011 Houston Asset Management 1800 West Loop South, Suite 1980, Houston, Texas 77027 Tel: 713.629.1534 Toll Free: 800.720.PLAN (7526) Fax: 713.629.0705. Securities offered through SagePoint Financial, Inc., member FINRA. By viewing this website, you acknowledge that you are a resident of one of the states listed above.

2

Houston Asset Management

http://www.houstonassetmgmt.com/rich-welsh

Rich Welsh, CFP. Rich Welsh has assisted individuals and companies with their financial goals for over forty-five years. He established Welsh Capital Planning in 1971 and has been a C. Since 1977. He has conducted workshops and seminars nationally on Financial and Estate Planning and has taught at Real Estate Schools in the Houston area. Over his career, Rich has been interviewed and quoted in various publications including. The Houston Business Journal. The Financial Planner Magazine. 169; 2011 Houston ...

3

Houston Asset Management

http://www.houstonassetmgmt.com/financial-planning

Houston Asset Management, Inc. specializes in comprehensive financial planning. We accept the responsibility of becoming a working partner with our Client, reviewing the Client's financial affairs, creating a written financial plan, and aiding the Client in the implementation of our recommendations. We can assist you in any of these areas:. Insurance Planning (life, disability, long-term care). Budgeting and Cash Flow Planning. Business Planning and Employee Benefits.

4

Houston Asset Management

http://www.houstonassetmgmt.com/bob-frater

Bob Frater, CFP. Bob Frater is a highly respected C. 8482; practitioner who has provided total financial planning service for his clients since 1980. Bob Frater is founder of the Houston Society of the Institute of Certified Financial Planners (the precursor of the Financial Planning Association) and has served on the Board of Directors at state and national levels. As a recognized leader in the financial planning community, he was awarded the "1997 Houston CFP. CEO of Houston Asset Management, Inc.

5

Houston Asset Management

http://www.houstonassetmgmt.com/client-center

On how to go paperless with SagePoint. We also have provided various Industry Links that we thought would be helpful to you. 169; 2011 Houston Asset Management 1800 West Loop South, Suite 1980, Houston, Texas 77027 Tel: 713.629.1534 Toll Free: 800.720.PLAN (7526) Fax: 713.629.0705. Securities offered through SagePoint Financial, Inc., member FINRA. By viewing this website, you acknowledge that you are a resident of one of the states listed above.

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houstonassetmgmt.com

Houston Asset Management

For over 30 years, Houston Asset Management has been helping its clients achieve their objectives by providing independent comprehensive financial planning. Services. Our philosophy is to become working partners with our clients. We take the time to really listen to and get to know our clients and their objectives and problems and then use our experience to provide a prompt and efficient solution. Together we work with our clients to help them go all the places they dreamed of.

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