Broker Check

Post Oak Capital Group, LLC

(713) 960-6949

Where Is the Market Headed?
Agent Photo

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).

Superior Service

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.

Post Oak Financial Group BBB Business Review

Helpful Content

Investment Strategies for Retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

 

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

View all articles arrow

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

Rightsizing for Retirement

What does your home really cost?

View all videos arrow