Christian Financial Advisor for Conroe and Willis Families
If you live in Conroe, Willis or around Lake Conroe and you are getting close to retirement, you probably have a lot of questions. When can we retire? How much can we spend? How do we keep giving to our church once the paychecks stop?
Will Snodgrass, CFP®, helps Christian families and business owners in Montgomery County work through those questions. Our office is in The Woodlands, about 20 to 30 minutes south on I-45 from downtown Conroe.
Why faith belongs in a retirement plan
For many Christians, money is not only about numbers. It is about stewardship. We believe what we have is entrusted to us, and that changes the questions we ask. Instead of only "How much can we get?", we also ask "What is this money for?" and "Who else can it help?"
That does not mean we ignore the numbers. It means the numbers serve a bigger purpose.
What we help with
- Retirement income planning. Building a monthly paycheck from Social Security, pensions, IRAs and 401(k)s.
- Social Security timing. Comparing the tradeoffs of claiming earlier or later, especially for married couples.
- Tax-aware withdrawals. Thinking ahead about RMDs, Roth conversions and which accounts to draw from first.
- Church and charitable giving. Including qualified charitable distributions from an IRA, where they fit.
- Business owner transitions. For owners thinking about stepping back or passing a business on.
- Fiduciary asset management. Investment management tied to your plan.
Lake Conroe and retirement questions
Some families around Lake Conroe are planning for a second home, a move to the lake full time, or helping grown children nearby. Those are good things to plan for, and each one changes your income needs and taxes. We help you see the tradeoffs before you decide.
Where we meet
- In person: our only office, 9595 Six Pines Dr., Suite 8210, The Woodlands TX 77380.
- By secure video or phone.
We do not have an office in Conroe or Willis.
Areas we serve nearby
Conroe, Willis, Lake Conroe, Montgomery, Panorama Village, Shenandoah and Oak Ridge North.
Next step
Take the Free Retirement Paycheck Readiness Scorecard at scorecard.matt25capital.com, book a Clarity Call, or call 620-670-9455 (calls only).
Related: Christian Financial Advisor in The Woodlands | Magnolia, Montgomery and Tomball | How Faith-Based Retirement Income Planning Works
Questions
Frequently asked questions
Do you have an office in Conroe?
No. We meet at our office in The Woodlands or by secure video. The office is about a 20 to 30 minute drive from downtown Conroe.
Can you help if we are already retired?
Yes. We also work with people who have already retired and want a clearer income plan or help with RMDs and giving.
Do you help with giving to our church from an IRA?
We can explain how qualified charitable distributions work and whether they may fit your situation. Talk with your tax professional too.
Do I need to be a Christian to work with you?
No. Our approach reflects Christian values, and everyone is welcome.
How do we start?
Take the Free Retirement Paycheck Readiness Scorecard, book a Clarity Call, or call 620-670-9455 (calls only).
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Advisory services are offered only to residents of states where Will Snodgrass is properly registered or exempt from registration. Securities business is conducted only in states where he is properly registered. Information on this page is not an offer of services in any other state.