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  • , P: 281.856.5644
  • Alief
    3200 South Dairy Ashford Houston, TX 77082
    Map and Directions Map and Directions
  • Champions
    10300 Louetta, Suite 100 Houston, TX 77070
    Map and Directions Map and Directions
  • Cinco Ranch
    23120 Cinco Ranch Boulevard Katy, TX 77494
    Map and Directions Map and Directions
  • Copperfield
    15260 FM 529 Houston, TX 77095
  • Morton Ranch
    2811 West Grand Parkway North, Suite 110 Katy, TX 77449
    Map and Directions Map and Directions
  • Spring Branch
    9100 Westview Houston, TX 77055
    Map and Directions Map and Directions
  • 99N
    7210 North Grand Parkway, Suite A Spring, TX 77373
    Map and Directions Map and Directions
  • Sugar Land
    3400 Highway 6 South Sugar Land, TX 77478
    Map and Directions Map and Directions
  • Tomball
    28850 Tomball Parkway Tomball, TX 77375 T: 281.856.5644
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First Community Wealth AdvisorsFirst Community Wealth Advisors

Protecting all that is yours

Protecting all that is yours

One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects. As your experienced guide, we assess where your risk lies and determine your level of comfort with it, exploring what actions and plans to put in place to provide the level of protection you need and deserve.

Then, we tailor your financial plan to prepare for the unexpected, which could include preserving your estate with long-term care insurance, building a protective cushion with life insurance, and combining protection and tax-advantaged growth opportunities with annuities. Working together, our team helps you preserve your overall financial plan, your way of life and your confidence in reaching your goals even when the unexpected happens.

  • Maintain Your Health

    One of the risks we all face, regardless of age, is the potential for sudden illness, disability and, subsequently, the need for long-term care. All of these have far-reaching effects not just on your health, but on your way of life, your ability to earn income and on your overall finances.

    We help prepare you and your family for the unexpected by ensuring you have the right types and amounts of insurance, including disability insurance to provide income if you are unable to work.

    These policies have exclusions and/or limitations. The cost and availability of Long Term Care insurance depend on factors such as age, health, and the type and amount of insurance purchased. As with most financial decisions, there are expenses associated with the purchase of Long Term Care insurance. Guarantees are based on the claims paying ability of the insurance company.

    Investing involves risk and you may incur a profit or loss regardless of strategy selected.

  • Maximize Your Retirement

    The goal of every retirement plan is much the same: to ensure that your money lasts as long as you do and, by employing a skillful approach, even longer. With the right risk-management method, accompanied by diligent reviewing of your investments, we work to mitigate the risk to your retirement savings by minimizing exposure to market uncertainties and tempering the effects of inflation on your portfolio.

  • Secure Your Legacy

    Over the years we have learned – and witnessed – the importance of taking the necessary steps to protect your legacy for the generations to come. We work with your tax and legal professionals to create or update your estate plan documents, such as your will, trusts and powers of attorney, and ensure your beneficiary designations are up to date on everything from your retirement accounts to your insurance policies.

    We also offer a full array of trust structures, including charitable-giving tools that may feature tax advantages. Whether your goal is to minimize estate taxes, help ensure you have the funds you need down the road, provide for a loved one or spell out exactly how you want your wishes to be carried out, we can help.

    Trust services provided by Raymond James Trust N.A. Raymond James Trust N.A. is affiliated with Raymond James & Associates, Inc., and Raymond James Financial Services, Inc.

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Annuity and Insurance Products

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Top 8 Misconceptions about Annuities

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Planning for Quality Care and Independence

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Life Insurance Policy Review Checklist

07/24/2018

Markets & Investing
First Community Credit Union
envelope
  • 281.856.5644
First Community Wealth AdvisorsFirst Community Wealth Advisors
  • Alief 3200 South Dairy Ashford Houston, TX 77082
  • Map & Directions
  • Map & Directions
  • Champions 10300 Louetta, Suite 100 Houston, TX 77070
  • Map & Directions
  • Map & Directions
  • Cinco Ranch 23120 Cinco Ranch Boulevard Katy, TX 77494
  • Map & Directions
  • Map & Directions
  • Copperfield 15260 FM 529 Houston, TX 77095
  • Morton Ranch 2811 West Grand Parkway North, Suite 110 Katy, TX 77449
  • Map & Directions
  • Map & Directions
  • Spring Branch 9100 Westview Houston, TX 77055
  • Map & Directions
  • Map & Directions
  • 99N 7210 North Grand Parkway, Suite A Spring, TX 77373
  • Map & Directions
  • Map & Directions
  • Sugar Land 3400 Highway 6 South Sugar Land, TX 77478
  • Map & Directions
  • Map & Directions
  • Tomball 28850 Tomball Parkway Tomball, TX 77375
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. First Community Credit Union and First Community Wealth Advisors are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.

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