Tuesday, September 18, 2018
 
(713) 984-8044
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Tele: (713) 984-8044
Fax: (713) 984-8048
5225 Katy Freeway suite 430
Houston, TX 77007

   
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.

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.
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