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Wally Najafi, CFP®

(713) 807-7002

Our Products and Services

Through our wide variety of products and services, we help clients to retirement and through their retirement years. We are a full service firm offering investments, planning and insurance services.

Investments

▪          Stocks

▪          Bonds

▪          Mutual Funds

▪          ETFs

▪          Fee Based Accounts

▪          REITs

▪          UITs

▪          Government Securities

▪          Brokerage Accounts

▪          Variable Annuities

▪          Fixed Annuities

▪          529 Plans

Planning Services

•          College Planning

•          Retirement Planning

•          Tax Planning

•          Estate Planning

•          Money Management

•          401 (k) /403(B)

•          Solo 401(K)

•          403 (b)

•          SEP IRA/SIMPLE IRA

•          Traditional IRA

•          Roth IRA

Insurance Services

•          Disability

•          Life Insurance

•          Long Term Care       

•          MediGap

•          Health Insurance

•          Travel Insurance

 
 

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