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.
Helpful Content
Rightsizing for Retirement
What does your home really cost?
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Steps to Protecting a Child with Disabilities
Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.