"ORCHESTRATING YOUR FINANCIAL FUTURE"

HAVING MONEY DOESN'T HAVE TO BE DIFFICULT!

Don't be confused by the money management advice you get.  Talk to us and get straght talk and clear communication.


  1. Where are you located, and is there parking? Convenient reserved parking is available! Headquarters - Houston 17725 John F. Kennedy Blvd. Ste. 201 Houston, TX 77032 Other Locations: Galleria/Mid Town El Paso Kingwood Tomball
    W. Carr Burgoyne, Jr., CFP®, CFS, AIF®
  2. What are your hours? Monday - Friday 8:30 a.m. - 5:00 p.m. CST
    W. Carr Burgoyne, Jr., CFP®, CFS, AIF®
  3. Do you charge for a consultation? The initial consultation is always free and once a clear direction is determined we will over the most comprehensive and transparent discussion of any fees prior to any engagement of services.
    W. Carr Burgoyne, Jr., CFP®, CFS, AIF®
  4. Are there any former clients I can contact about your services? Yes, contact us (or your advisor) for further information.
    W. Carr Burgoyne, Jr., CFP®, CFS, AIF®
  5. Questions like am I eligible for a Roth IRA or what is my maximum contribution to my 401(k)? Depends, contact us (or your advisor) for further information.
    W. Carr Burgoyne, Jr., CFP®, CFS, AIF®
  6. Do you offer any career advice or coaching services? The initial consultation is always free and once a clear direction is determined we will over the most comprehensive and transparent discussion of any fees prior to any engagement of services.
    W. Carr Burgoyne, Jr., CFP®, CFS, AIF®
  7. Are you currently hiring? We are currently looking for a few financial advisor partners.
    W. Carr Burgoyne, Jr., CFP®, CFS, AIF®

General Questions


Have a question for us? Use the form below, and we'll post the answer right here on this page.

Ask

Please provide your name and email and we will have an advisor contact you.
First Name
Email
Questions?
Phone Number
Last Name
Send