New Heights Wealth Management
Whether it's your wealth or your health...your business or your life, we all strive for New Heights!
Having your financial house in order is one of the best gifts you can give your loved ones, and selecting a financial advisor is the first step. A financial advisor plays a central role in addressing your specific financial needs and concerns, and can provide a lifetime of guidance as well.
It is never too early or late to take control of your financial future, and there is no better time than now to set an appointment with a financial advisor. With offices in Houston and Dallas, we are able to serve clients throughout the state.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Here are six flags that may make your tax return prime for an IRS audit.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
An increasing number have been developed to help individuals with their personal finances.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
You’ve made investments your whole life. Work with us to help make the most of them.
With alternative investments, it’s critical to sort through the complexity.
The decision whether to buy or rent a home may have long-term implications.
Here’s a quick guide to checking to see if you have unclaimed money.
The market is as unpredictable as the weather. We’d love to help you prepare.