Understanding Today's Financial Environment
Welcome, I'm Samuel Collins III, a financial consultant in Hitchcock, TX. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (409) 986-3979.
Helpful Content
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.