Tuesday, October 17, 2017
 
(713) 984-8044
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Tele: (713) 984-8044
Fax: (713) 984-8048
5225 Katy Freeway suite 430
Houston, TX 77007

Securities, advisory services and investment banking offered through
World Equity Group, Inc.
1650 N. Arlington Heights Road
Suite 100
Arlington Heights, IL 60004
847-342-1700

Member FINRA, SIPC

SMART Group Houston and World Equity Group are independently owned and operated.

www.finra.org      www.sipc.org

   
Setting Your Sights On Your Future Minimize

Identify obstacles to your financial success.

  • Comprehensive review of your current situation.
  • Understanding of your financial goals, desires, and obstacles facing you.
  • Evaluation of your past experience with financial planners.
  • Completion of SMART Group Houston Client Questionnaire.
  • Build a hypothetical long-term projection of where you may be at an agreed upon date in the future, built on agreed upon hypothetical returns for your accumulated wealth.

For business owners:

The SMART Process® follows these same steps, helping you review your financial situation as it relates to your wealth creation vehicle-- your business.

You can also engage us to consult with you solely for business expansion or transition strategies.

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