Post Oak Capital Group, LLC

(713) 960-6949

Ready for Retirement? 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

Events on Wall Street

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

 

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

View all articles arrow

Estimate Your RMD

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

View all calculators arrow

5 Smart Investing Principles

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Surprise! You’ve Got Money!

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

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

View all videos arrow