Greater Houston · based in The Woodlands
Christian Financial Advisor Serving Houston
Greater Houston families often juggle busy careers, complex benefits, and a desire for retirement that feels like a paycheck without losing peace. Christian financial planning here is not about chasing the market. It is about stewardship, clarity, and a plan you can live with.
Will Snodgrass, CFP® · Fiduciary asset manager · Houston metro from The Woodlands
Where we are
Serving Greater Houston from The Woodlands
Matt25 Capital is led by Will Snodgrass, CFP®, from The Woodlands (Houston metro). We meet nearby families in person and serve others across Texas and nationwide by secure video.
If you live inside the Loop, in the Energy Corridor, in Katy, Sugar Land, The Woodlands, or elsewhere in the metro, the question is the same: will your savings become a retirement paycheck you can trust?
What Houston-area families often need help deciding
Paycheck clarity, taxes, and stewardship
Sustainable retirement paycheck
Turning savings into income you can live on. No guarantees of market results.
Social Security as a household decision
Claiming-age education and spouse coordination themes so the household plan fits both lives.
Roth windows & IRMAA
Conversion-window themes and IRMAA awareness before Medicare premiums surprise you. Themes, not personalized tax advice.
RMDs, giving, and legacy
Coordinating required distributions, charitable giving, and legacy wishes with your CPA and attorney.
Values-aware oversight
Fee-based portfolio oversight, with faith-informed criteria when that matters to your family.
Complex benefits careers
Houston careers often bring equity, deferred comp, or layered benefits. We help you organize the questions before the plan.
How we work
Same Will. Clear next step.
Will is a CFP® professional and fiduciary asset manager. He is an Investment Adviser Representative with Commonwealth Financial Network® (broker-dealer). Start with the scorecard, then a Retirement Clarity Call if it still feels useful.
Prefer to talk? Call 620-670-9455.
Office
Matt25 Capital
9595 Six Pines Drive, Suite 8210
The Woodlands, TX 77380
Serving Greater Houston / Houston metro from The Woodlands.