Christian Financial Advisor for Texas Families, Wherever You Live
Texas is a big state. Whether you live in Amarillo, Austin, El Paso, San Antonio, Tyler or the Rio Grande Valley, you can work with Will Snodgrass, CFP®, by secure video and phone.
Our only office is in The Woodlands (9595 Six Pines Dr., Suite 8210). If you live near Houston, you can meet us there. Everywhere else in Texas, we work remotely, and we have no offices in other cities.
What makes planning "Christian"?
A Christian financial advisor plans with the same tools any careful planner uses. The difference is the starting point. We begin with the belief that everything we have is entrusted to us by God, and that our money should serve our family, our church and our neighbors. Practically, that means:
- Giving is built into the plan from the start.
- We talk openly about contentment, legacy and what "enough" looks like.
- Investment choices can reflect your values, if that matters to you.
Planning topics for Texans
- No state income tax. It affects Roth conversion decisions, where to retire, and how to compare a move in or out of Texas.
- Retirement income. Building a monthly paycheck from Social Security, pensions, Teacher Retirement System of Texas (TRS) or other plans, and savings.
- Required minimum distributions and giving. Including qualified charitable distributions from an IRA.
- Business owners. Retirement plans for owners and succession planning.
- Fiduciary asset management tied to your plan.
How remote planning works
- Take the Free Retirement Paycheck Readiness Scorecard at scorecard.matt25capital.com.
- Book a Clarity Call.
- Share documents through a secure portal.
- Meet by video to build and review your plan.
- Ongoing check-ins by video or phone.
Regions we serve
- Greater Houston and The Woodlands (in person or video): see The Woodlands and Houston.
- Dallas-Fort Worth (remote): see DFW and Plano, Frisco and McKinney.
- Austin, San Antonio, Central Texas, East Texas, West Texas and the Valley (remote).
- Outside Texas: Advisory services are available only where Will is properly registered or exempt from registration.
Get started
Call 620-670-9455 (calls only) or book a Clarity Call online.
Related reading: What Is a Biblical Financial Advisor? | How Faith-Based Retirement Income Planning Works
Questions
Frequently asked questions
Do you have offices across Texas?
No. Our only office is in The Woodlands. Clients elsewhere in Texas work with us by secure video and phone.
What is a Christian financial advisor?
A financial professional whose planning is shaped by Christian values, such as stewardship and generosity, alongside standard retirement, tax and investment planning.
Does Texas having no income tax change my retirement plan?
It can. It may affect Roth conversions, withdrawal order, and the choice of where to retire. We walk through how it applies to you.
Can you work with teachers on TRS?
Yes. We help educators think through how a TRS pension fits with Social Security and savings.
Do I need to be a Christian to work with you?
No. Everyone is welcome.
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.