Wednesday, April 1, 2020
(713) 984-8044
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Tele: (713) 984-8044
Fax: (713) 984-8048
4801 Woodway Drive, Suite 305W
Houston, TX 77056

Charting the Course Minimize

Give you more time to utilize your strengths. Free up your time to focus on what you enjoy doing, and that which gives you the greatest results for your effort and time.

  • Propose an overall financial plan—including retirement plans, company 401(k) or savings plans, or defined benefit plans.
  • Work in harmony with your stated desires.
  • Present your complete financial proposal and outline of steps for implementation.
  • The SMART Group Houston plan will be uniquely customized for you and will contain proprietary strategies developed by SMART Group or its associates. Partial implementation may not produce desired results.

For business owners:

In addition to the steps above, we may introduce you to appropriate outside resources.

Securities and investment advisory services offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser
A Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only solicit, offer and sell securities and/or investment advisory services in a particular state after satisfying the licensing and qualification requirements of that state. 
States require Broker/Dealers, Registered Investment Advisers and their licensed representatives to disclose to individuals the states in which they are licensed to conduct business and to limit access to financial products and services offered by them to only those individuals in those states. 
World Equity Group, Inc. is licensed to conduct securities and investment advisory business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands.

This is not a CPA firm.
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