Wealth Creation Advisors, Inc.
CLIENT-FOCUSED, DISCIPLINED FINANCIAL PLANNING
Wealth Creation Advisors, Inc. is an Independent Registered Investment Advisory firm. The company is a full service financial, estate and retirement planning firm. As an Independent, we do not work for any securities firm, brokerage house, insurance company, or agency. As problem solvers and implementers, our fiduciary responsibilities dictate that we must provide the very best solutions to our client's financial challenges every time. We have no limitations on what tools, concepts, solutions, and options are available to us in the securities industry, as well as the insurance industry. We are free to make the right recommendations to our clients without any pressure " from above".
When developing a financial plan for our clients, we address these 5 areas of concern: Liquidity, Cash Flow, Growth, Tax Mitigation, and Wealth Transfer. As an Independent firm, when we put together a plan for you, the implementation of the plan actually dictates the correct investment concepts. Our plans center around our client's needs, wants, dreams, goals, lifestyle, and independence. We FOCUS on tax-reduction, preservation of assets, guaranteed income at retirement, safety, leaving a legacy, and not outliving your stream of income. When appropriate, we discuss tax-free income concepts, charitable giving as a planning tool, as well as using other people's money to enhance our client's wealth creation and growth.
Our company is assocaiated on a national level with several financial organizations who provide a wealth of research, support, and implementation techniques, just a phone call or finger tip away. Mallie Daniel, President / CEO, say's that there is no financial challenge that is too small or too large for his firm to handle.
Our "ideal" client is age 50 or older, coachable, caring and nice, ready and able to make decisions, with investment assets of $250,000 or more.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wealth Creation Advisors, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered byWealth Creation Advisors, Inc. a Registered Investment Advisor in the State of Texas. Insurance products and services are offered through Wealth Creation Concepts. Wealth Creation Advisors, Inc. and Wealth Creation Concepts are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted.