There are many factors to consider before tapping retirement money to pay for college.
Woodlands Wealth Builders
金融服务
The Woodlands，Texas 61 位关注者
Managing Wealth. Pursuing Dreams. Step By Step.
关于我们
At Woodlands Wealth Builders, we strive to help our clients work toward financial independence through planning and professional portfolio management. Our affiliation with the nation’s leading independent financial services firm, LPL Financial*, provides our clients with independent objective research and a wide universe of investment and insurance services. Serving as a fiduciary of your accounts, our team will exercise all of the skill, care, and diligence at our disposal to help you manage your wealth, pursue your dreams, step by step. Become part of our client family where... Our Clients Always Come First. Always. *As reported by Financial Planning magazine, June 1996-2018, based on total revenue. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.woodlandswealth.com.
- 网站
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https://www.woodlandswealth.com
Woodlands Wealth Builders的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- The Woodlands，Texas
- 类型
- 私人持股
- 创立
- 2002
- 领域
- Financial Planning、Retirement Planning、Investments、College Savings Planning、Wealth Management、Estate Planning和Portfolio Management
地点
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主要
获取路线
9595 Six Pines Dr, Suite 6330
US，Texas，The Woodlands，77380
Woodlands Wealth Builders员工
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Patrick Kelly
LPL Financial Advisor at Woodlands Wealth Builders
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Laurie L Clark
CERTIFIED FINANCIAL PLANNER? Professional at Woodlands Wealth Builders
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James F. Lyon, III
CERTIFIED FINANCIAL PLANNER? Professional at Woodlands Wealth Builders
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Rose Cook
Senior Wealth Advisor and Relationship Manager
动态
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For many, retirement starts a new phase of life. Are you getting prepared for your new phase? #SavingForRetirement
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What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
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Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake. #FixedAnnuity
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Steady Fed policy and unexpected tech news shaped February's markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025. #Markets #StockMarket #FederalReserve #ArtificialIntelligence https://lnkd.in/exHx9mgz
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Your ideal #retirement may differ from reality, but we can work together to better align the two.
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How long will your retirement money last with regular withdrawals? Have you run the numbers? #SavingForRetirement