Post Oak Capital Group - Your Sugar Land and Memorial Area Financial Professionals
Post Oak Capital Group is an independently owned financial services firm serving the Sugar Land area that caters to the money management strategies and retirement planning needs of individuals
at every stage of the financial journey. Our services include:
- Wealth Management Strategies
- Alternative Investment Strategies
- Retirement Income Solutions/Planning
- Estate Planning Resources & Strategies
- Money Management Strategies & Cutting Edge Organizational Tools
As a Sugar Land area financial professional, our mission is simple: to guide and strengthen each client's investment portfolio using the tools and strategies that best suit his or her needs. In pursuit of this goal, we assist the client employ a comprehensive range of account types and planning methods, including international and domestic equity portfolios, mutual funds, tax-deferred annuities, new and improved "hybrid" annuities, life insurance, municipal and corporate bonds, college savings plans and alternative investments for accredited as well as non-accredited investors.
Financial Experience & Credentials
Post Oak Capital Group does not simply provide a comprehensive range of financial planning and investment management services to a diverse Houston-area client base. Every Sugar Land area retirement professional at Post Oak Capital Group has the experience necessary to deliver the service our clients expect.
With more than 50 years of combined experience in financial planning, our family-oriented financial planners stay up on the latest developments in the securities and wealth management businesses. All carry Series 7 and 63 licenses as well as Texas insurance licenses. Several have obtained additional securities licenses, including FINRA Series 24 and 53 (Keith Patterson) and FINRA Series 66 (Frank Richardson).
Post Oak Capital Group is committed to superior service. We consult closely with each new client to develop a thorough understanding of their unique goals and objectives. We then follow up with a comprehensive strategic vision that implements these goals and objectives.
Our consummate professionals are equally comfortable assisting with planning for a child's college education, ensuring that clients maintain the lifestyles to which they are accustomed, addressing retirement income needs and helping our clients pass on their assets to beneficiaries in a fitting, tax-efficient manner. Most importantly, we strive to deliver the highest level of service and make each client feel truly special. Our Better Business Bureau Accreditation and numerous longstanding client relationships attest to our ability to make good on our promise of superior performance.
Take Control of Your Financial Future
At Post Oak Capital Group, we succeed only when our clients succeed. As a Sugar Land fee based or traditional financial planner, our team acts in the best interests of our clients - not our bottom line.
Moreover, we offer a range of tools to improve clients' financial literacy and empower them to seize their financial future. From onsite calculators and research reports to complimentary Financial Workshops/Monthly Speakers' Bureau Dinners that provide current and prospective clients with insight into complex financial topics and access to first-rate experts, our client-facing resources are second to none.
For a no-obligation financial review with one of our experienced professionals, fill out the contact form or call us at (713) 960-6949.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Gaining a better understanding of municipal bonds makes more sense than ever.
An overview of some fundamental steps when a loved one passes.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The federal government requires deceased individuals to file a final income tax return.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you may need to save for retirement.
The decision whether to buy or rent a home may have long-term implications.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn about what risk tolerance really means in this helpful and insightful video.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
How does your ideal retirement differ from reality, and what can we do to better align the two?