Christian Financial Planning for Magnolia, Montgomery and Tomball
West and north of The Woodlands, some families have built their lives around land, small towns and church communities. Magnolia, Montgomery and Tomball each have their own feel, but the retirement questions we hear are much the same: Are we on track? How do we make our savings last? How do we stay generous?
Will Snodgrass, CFP®, works with Christian pre-retirees, retirees and business owners in all three towns. Meetings happen at our office in The Woodlands or by secure video.
Magnolia
If your family has land, a family business, or both, planning often needs to cover them. That includes how property fits into retirement and what will pass to the next generation. We help you sort out income, taxes and legacy goals in plain language.
Montgomery
Montgomery and the west side of Lake Conroe are home to people who are retiring, or planning to. Common questions include when to claim Social Security, how to pay for a move or a lake home, and how to handle required minimum distributions later.
Tomball
Some Tomball families include long-time professionals from the Houston area who are nearing retirement. That can mean a 401(k) rollover decision, a pension choice, or stock compensation to think through. We help you look at the tradeoffs before you choose.
How we help
- A clear retirement paycheck plan
- Social Security and pension decisions
- Tax-aware withdrawal planning
- Giving to your church and other causes
- Business owner planning
- Fiduciary asset management
Where we meet
Our only office: 9595 Six Pines Dr., Suite 8210, The Woodlands TX 77380. We also meet by secure video and phone. We do not have offices in Magnolia, Montgomery or Tomball.
Get started
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 | Conroe and Willis | Spring, TX
Questions
Frequently asked questions
Do you have an office in Magnolia, Montgomery or Tomball?
No. Our office is in The Woodlands, and we also meet by secure video.
Do you work with landowners and family businesses?
Yes. We help families think through how land or a business fits into retirement income and legacy plans.
Should I roll over my 401(k) when I retire?
It depends. A rollover has pros and cons, including fees, investment choices and protections. We walk through them with you before you decide.
Do I have to be a Christian?
No. Everyone is welcome.
How do I 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.