Spring, TX · based in The Woodlands
Christian Financial Advisor Serving Spring, TX
Christian financial and retirement planning for Spring and Klein-area families, minutes from our office in The Woodlands. The focus is stewardship, a clear retirement paycheck, and a plan you can live with.
Who we serve
Families in Spring and nearby
We work with pre-retirees and retirees in Spring, Klein, Old Town Spring and Gleannloch Farms who want their savings, taxes and giving to fit together.
What we work on
Stewardship and retirement paycheck clarity
Planning starts with your values and your questions, then covers the pieces that tend to matter most near retirement.
- Turning savings into retirement income you can plan around, with no guarantees of market results
- Social Security timing as a household decision
- Taxes in retirement, including RMDs and Roth conversion questions to review with your CPA
- Charitable giving and legacy wishes, coordinated with your CPA and attorney
How we work
Where we meet
Our office in The Woodlands is about 15 minutes up I-45 from Spring. We also meet by secure video. Will Snodgrass is a CFP® professional and an Investment Adviser Representative with Commonwealth Financial Network®.
Prefer to talk? Call 620-670-9455.
Office
Matt25 Capital
9595 Six Pines Drive, Suite 8210
The Woodlands, TX 77380
Serving Spring, TX from our office in The Woodlands.
Questions
Frequently asked questions
Do you meet with clients in Spring?
Yes. Our office in The Woodlands is about 15 minutes up I-45 from Spring, and we also meet by secure video.
What does a Christian financial advisor do differently?
We plan around your values and giving goals, alongside your retirement income and tax questions.
Do I have to be a Christian to work with you?
No. Everyone is welcome.
How do I get started?
Call 620-670-9455 or take the free Retirement Income Scorecard.