We plan for others as we would plan for ourselves.

General Info

We have been doing Financial Planning for over 23 years. The average experience of our advisors is over 30 years. We have been ranked among Americas Top Financial Planners by a major consumer research organization. We were recognized in Texas Monthly magazine as a 5 Star Wealth Advisor in the Houston area (among the top 2%). Our president is a Top of the Table qualifier with the Million Dollar Roundtable, an international organization in 72 countries, ranking her among the top 2% worldwide.If you don't have a written Financial Plan, why not?

Extra Phones

Juanita's Cell: 832-283-0320

Fax Number: 713-212-7597

Hours

Regular Hours

Mon - Fri:	8:30 am - 5:30 pm

Categories

Estate Planning, Probate, & Living Trusts, Financial Services

Services/Products

Financial Planning services including investments, business, estate, education, retirement and estate planning. We offer various forms of investment and insurance products that fill a variety of accumulation and risk managment needs. We never recommend any products and services to our clients that we would not also use ourselves under the same circumstances.

Payment Options

Brands

Most Popular Brands

Location

Galleria area in the heart of Tanglewood on Bering Dr. just South of Woodway.

Neighborhoods

Westside, Great Uptown

Amenities

We never charge a fee for education or planning services. If our clients think our work was beneficial, we ask for product loyalty and referrals to others who may benefit from our services. This philosophy has served us very well over the past 20 years and we see no need to change it.

Languages

English, Spanish

Accreditation

CFP, Certified Financial Planner

ChFC, Chartered Financial Consultant

CLU, Chartered Life Underwriter

AIF, Accredited Investment Fiduciary

LUTCF, Life Underwriter Training Fellow

Associations

Please click on Associates in our website at www.houstonfinancialcenter.com

AKA

Juanita Causey, CFP, ChFC, CLU

Other Link

Company Website

Other Information

Certifications: Certified Financial Planner