Post Oak Capital Group - Your Sugar Land and Memorial Area Financial Professionals
Post Oak Capital Group is an independently owned financial services firm serving the Sugar Land area that caters to the money management strategies and retirement planning needs of individuals at every stage of the financial journey. Our services include:
- Wealth Management Strategies
- Alternative Investment Strategies
- Retirement Income Solutions/Planning
- Estate Planning Resources & Strategies
- Money Management Strategies & Cutting Edge Organizational Tools
As a Sugar Land area financial professional, our mission is simple: to guide and strengthen each client's investment portfolio using the tools and strategies that best suit his or her needs. In pursuit of this goal, we assist the client employ a comprehensive range of account types and planning methods, including international and domestic equity portfolios, mutual funds, tax-deferred annuities, new and improved "hybrid" annuities, life insurance, municipal and corporate bonds, college savings plans and alternative investments for accredited as well as non-accredited investors.
Financial Experience & Credentials
Post Oak Capital Group does not simply provide a comprehensive range of financial planning and investment management services to a diverse Houston-area client base. Every Sugar Land area retirement professional at Post Oak Capital Group has the experience necessary to deliver the service our clients expect.
With more than 50 years of combined experience in financial planning, our family-oriented financial planners stay up on the latest developments in the securities and wealth management businesses. All carry Series 7 and 63 licenses as well as Texas insurance licenses. Several have obtained additional securities licenses, including FINRA Series 24 and 53 (Keith Patterson) and FINRA Series 66 (Frank Richardson).
Post Oak Capital Group is committed to superior service. We consult closely with each new client to develop a thorough understanding of their unique goals and objectives. We then follow up with a comprehensive strategic vision that implements these goals and objectives.
Our consummate professionals are equally comfortable assisting with planning for a child's college education, ensuring that clients maintain the lifestyles to which they are accustomed, addressing retirement income needs and helping our clients pass on their assets to beneficiaries in a fitting, tax-efficient manner. Most importantly, we strive to deliver the highest level of service and make each client feel truly special. Our Better Business Bureau Accreditation and numerous longstanding client relationships attest to our ability to make good on our promise of superior performance.
Take Control of Your Financial Future
At Post Oak Capital Group, we succeed only when our clients succeed. As a Sugar Land fee based or traditional financial planner, our team acts in the best interests of our clients - not our bottom line.
Moreover, we offer a range of tools to improve clients' financial literacy and empower them to seize their financial future. From onsite calculators and research reports to complimentary Financial Workshops/Monthly Speakers' Bureau Dinners that provide current and prospective clients with insight into complex financial topics and access to first-rate experts, our client-facing resources are second to none.
For a no-obligation financial review with one of our experienced professionals, fill out the contact form or call us at (713) 960-6949.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Building wealth requires protection from the forces of wealth destruction.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Five strategies for managing your student debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, cracking the code on bonds.
A bucket plan can help you be better prepared for a comfortable retirement.
Learn how to harness the power of compound interest for your investments.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Have you found yourself suddenly single? Here are 3 steps to take right now.