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We Identify Your Goals and Dreams and Work With You to Develop a Plan to Achieve Them, While Building and Preserving Wealth
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Bill Christian founded Capital Financial Planning Group in 1996 after a long career in corporate law. He has also represented many estates and trusts over the years. |
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Bill has counseled with hundreds of clients to resolve financial planning issues and for several years taught financial planning at the U of Houston. |
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Designations: Certified Financial Planner™ (CFP®) & J.D.(from U VA). Licensing: Securities (Series 7, 63, 65 & 79) and Insurance: (TX life & health and annuities) |
In today's turbulent economic environment, we find solutions to either prepare you for retirement or to help you in your actual retirement. Emphasis is placed on what is suitable for you in your situation, taking into consideration your goals and objectives and your risk tolerance. Please refer to our website for information on how we approach investments and our general investment philosophy.
A comprehensive financial plan is often helpful in clearly establishing goals and objectives to achieve financial security. We gather all the data needed for such a plan and develop the plan, projecting what savings and investments must be made to achieve a successful retirement, free from financial worries. The result is often peace of mind in having a road map for the future.
Specialities: Retirement Planning, Estate Planning, Investments and Insurance/Annuities.
Please visit our website at www.capitalfinancialplanning.com for further information. Or call our office at 713-932-1955 and we would be pleased to set up an initial consultation for you at no cost or obligation on your part.
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Areas of Focus
| | | Financial Planning |
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Map
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Securities Offered Through IMS Securities, Inc.
10205 Westheimer, Suite 500, Houston, TX 77042
713-266-2993, Member FINRA/SIPC
Advisory Services Offered Through
IMS Financial Advisors, Inc.
Securities Offered Through IMS Securities, Inc.
10205 Westheimer, Suite 500, Houston, TX 77042. 713-266-2993, Member FINRA/SIPC
Advisory Services Offered Through IMS Financial Advisors, Inc.
| NOT FDIC-Insured |
No Bank Guarantee |
May Lose Value |
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 136,500 consumers) and registered financial services representatives (over 10,000 financial services professionals) to evaluate the approximately 2,500 wealth managers in the Houston Region (includes Austin, Brazoria, Calhoun, Chambers, Colorado, Ft. Bend, Galveston, Grimes, Harris, Jackson, Liberty, Matagorda, Montgomery, Polk, San Jacinto, Trinity, Walker, Waller, Washington, and Wharton counties in the state of Texas). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Houston Region.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Texas Monthly (Houston Region).
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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