Like most successful businesses, our philosophy has evolved
over time and gradually into what we are today. Over the
years, we have designed a process that works well for our
clients. We believe financial planning is a process, not a
product. We see this process in its simplest form as follows:
- DEVELOP GOALS
- ANALYZE CURRENT AND FUTURE RESOURCES
- DESIGN A PERSONAL PLAN
- DISCIPLINED IMPLEMENTATION
- MONITOR RESULTS AND MAKE ADJUSTMENTS
YOUR SUCCESS IS OUR SUCCESS
3200 Southwest Freeway Suite 3300 Houston, Texas 77027
Phone 713-402-6121 Fax 713-402-6122
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Edward Pero is a registered representative of H. Beck, Inc. which is
unaffiliated with Wallstreet Advisors, L.L.C. Securities & Investment Advisory Services
Offered through H. Beck, Inc., Member NASD/SIPC
11140 Rockville Pike 4th Floor Rockville, Maryland 20852
