Saxon Financial Group

10/15/2026

On Friday, October 9th, members of our team and some of our clients had the pleasure of participating in the 22nd Annual Oilfield Helping Hands Fall Classic Sporting Clays Tournament!

We are proud to support an organization that makes such a meaningful impact in our community. It's always a great experience to come together with our clients, enjoy a fun day of friendly competition, and support an incredible cause.

It's been a wonderful year of events with OHH, and we're grateful for the opportunities to be involved and give back. We're already looking forward to another great year of supporting OHH and participating in their events in 2027!

10/12/2026

📊 October is Financial Planning Month!

When you think about financial planning, you might think about budgeting, saving for retirement, or managing investments. But a comprehensive financial plan goes much further than that.

Financial planning is the process of evaluating your current financial situation, identifying your goals, and developing a strategy to help you work toward them.

So, what can a financial plan actually show you?

By looking at your income, expenses, investments, anticipated market growth, future cash flow needs, and life expectancy, a financial plan can help you better understand:

✔️ Retirement Readiness: When you may be able to retire and how much you could have saved when you get there.
✔️ How Long Your Assets May Last: Whether your savings and investments are projected to support your lifestyle throughout retirement.
✔️ Future Cash Flow: How your income, withdrawals, and expenses may change over time.
✔️ The Impact of Major Purchases: How buying a vacation home, purchasing a new vehicle, or taking an expensive trip could affect your long-term financial outlook.
✔️ Planning for Life's Changes: How unexpected expenses, market fluctuations, or changes in your goals could impact your financial future.

💡 Here's an example:

Imagine you're retired and considering purchasing a $75,000 vehicle. You may have enough money in your accounts to make the purchase, but how could spending that $75,000 today affect your finances 10, 15, or even 20 years from now?

A financial plan allows you to model that purchase and compare different scenarios to see how it could impact your future cash flow, investment balances, and the projected longevity of your assets.

That's the value of financial planning. It's not just about whether you can afford something today. It's about understanding how today's decisions could affect your financial future.

At Saxon Financial Group, we believe financial planning should be an ongoing conversation, not just a document you review once.

Our role is to provide objective guidance, help you evaluate important financial decisions, and offer an honest second opinion with your best interests in mind. Sometimes that means helping you feel more comfortable with a major purchase. Other times, it means discussing how that decision could affect your long-term goals.

Your financial plan is more than a list of future expenses. It's a roadmap designed to help you make informed decisions through every stage of life.

Ready to see what your financial future could look like?

Contact us to learn how a personalized financial plan can help you better understand where you stand today and prepare for what's ahead.

📞Phone: 713-425-5340
🌐Website: https://www.saxonfinancialgroup.com/
📅 Schedule a Meeting: https://calendly.com/saxon-financial-group/schedule-a-meeting?month=2026-10&utm_id=97758_v0_s00_e0_tv2_a1demo0jsb59b5&fbclid=IwY2xjawU5_UJleHRuA2FlbQIxMABwZG9mAWJyaWQRMXgyc2Jnd3NqUXlqanM4dnJzcnRjBmFwcF9pZBAyMjIwMzkxNzg4MjAwODkyAAEeph8G-7ol0Bb4qIVLkZc5dm9rnufurHiwwfSoWN3qT_P3dlRDIox6QIyp8UY_aem_XT08DTLpibcJ3pIs9FSybg

Disclosures: Financial planning projections are hypothetical, based on assumptions, and are not guarantees of future results. Actual investment performance, expenses, and financial outcomes may differ.

10/09/2026

📅 October is National Financial Planning Month!

Life is full of changes, and having a financial plan can help provide a roadmap as you navigate each new chapter. Whether you're growing your family, advancing in your career, preparing for retirement, or experiencing unexpected life events, a financial plan can help you make informed decisions and stay focused on what matters most.

At Saxon Financial Group, we believe financial planning is an ongoing process, not a one-time event. We work closely with our clients to develop personalized financial plans based on their unique goals, priorities, and circumstances. As life evolves, we regularly monitor and review those plans, making adjustments when needed to help keep clients aligned with their long-term financial objectives.

Your financial future deserves a thoughtful plan. Whether you're just getting started or looking to revisit your current strategy, our team is here to help.

Contact us today to take the first step toward building your financial roadmap.

📞Phone: 713-425-5340
🌐Website: https://www.saxonfinancialgroup.com/
📅 Schedule a Meeting: https://calendly.com/saxon-financial-group/schedule-a-meeting?month=2026-10

09/29/2026

The final quarter of the year is almost here, and so is the holiday season! 🍂🎁

Between travel, gifts, family gatherings, and celebrations, the last few months of the year can get busy quickly. Planning ahead for holiday expenses can help you enjoy the season without losing sight of your bigger financial goals.

A thoughtful financial plan can help you prepare not only for seasonal expenses, but also for the goals and milestones that matter to you throughout the year. Having a plan in place can give you a clearer picture of where you stand, what you’re working toward, and the steps you can take to get there.

At Saxon Financial Group, we’re here to help you build a financial plan designed around your goals, priorities, and future.

Ready to start planning? Reach out to our team to learn more or schedule a financial planning conversation so you can head into the holiday season, and the new year, with a plan in place.

📞Phone: 713-425-5340
🌐Website: https://www.saxonfinancialgroup.com/
📅 Schedule a Meeting: https://calendly.com/saxon-financial-group/schedule-a-meeting?month=2026-09

Call now to connect with business.

09/21/2026

On Friday, our team had the opportunity to sponsor a hole at the OHH Masters of Charity 2026 Golf Tournament!

We enjoyed meeting tournament participants, learning more about their involvement with Oilfield Helping Hands, and hearing what this organization means to them.

Oilfield Helping Hands is a nonprofit organization dedicated to supporting oilfield families facing financial hardship. We’re grateful for the opportunity to participate in events like this that bring the oil and gas community together while raising funds for families in need.

Thank you to Oilfield Helping Hands for hosting another great event! ⛳

09/15/2026

Markets continue to navigate shifting economic data, interest rates, Fed policy, and the growing influence of artificial intelligence.

Our latest Market Commentary takes a closer look at August’s market performance, key takeaways from Jackson Hole, and some of the factors that could shape the remainder of 2026.

As conditions continue to evolve, staying informed and keeping your financial goals in focus remains important.

Read the full commentary below, and if you have questions or concerns about the markets or your financial plan, our team is here to help. Reach out to start a conversation.

📞Phone: 713-425-5340
🌐Website: https://www.saxonfinancialgroup.com/market-commentary-hiking-in-jackson-hole/
📅 Schedule a Meeting: https://calendly.com/saxon-financial-group/schedule-a-meeting?month=2026-09

U.S. large-cap stocks, as measured by the S&P 500 Index, gained 2.7% in August, while the small-cap Russell 2000 Index gained 1.0%. Through the first

09/11/2026

September 11, 2001. 25 years later, we remember.

Today, we pause to honor the lives that were lost, the families that were forever changed, and the extraordinary courage shown on a day that will never be forgotten.

09/10/2026

Planning to Retire at the End of 2026? Don’t Wait Until the Last Minute.

If retirement is on your horizon, now is a good time to start getting the pieces in place.

For many people, retirement planning involves more than simply choosing a date. Your financial picture may include a 401(k), pension, Social Security, stock benefits, investment accounts, insurance coverage, and other assets. Each with its own decisions and considerations.

Starting the conversation early can give you more time to understand your options, organize your accounts, review potential income sources, and think through how the different pieces of your financial life may work together in retirement.

And you don’t have to wait until retirement is right around the corner to start planning.

At Saxon Financial Group, we’re here to help when retirement first becomes a thought, not just when your last day of work is approaching. Having a financial professional help you evaluate the different pieces of your retirement plan can provide valuable guidance as you consider your next chapter.

Thinking about retiring at the end of 2026 or even a few years from now? We’d be happy to start the conversation.

📞Phone: 713-425-5340
🌐Website: https://www.saxonfinancialgroup.com/
📅 Schedule a Meeting: https://calendly.com/saxon-financial.../schedule-a-meeting

08/28/2026

As we head into the final months of the year, now can be a good time to check in on your finances before the holiday season and year-end rush begin.

A few things to consider:

Retirement: If you're thinking about retiring in the coming year, start considering your potential income needs, Social Security, healthcare, taxes, and how you'll transition from saving to taking distributions.

Holiday Spending: Gifts, travel, entertaining, and other holiday expenses can add up quickly. Setting a budget ahead of time can help you enjoy the season while keeping your broader financial goals in mind.

Retirement Contributions: Review your contributions and consider whether you're on track with the goals you've set for the year.

Year-End Tax Planning: Depending on your circumstances, there may be tax-related items worth discussing with your financial advisor and tax professional before December 31.

Estate Planning: Review your beneficiaries and consider whether any major life changes mean it's time to revisit your estate planning documents.

Looking Ahead: Think about your financial priorities for the coming year. Are you planning to retire, make a major purchase, travel, help family, or work toward another goal?

At Saxon Financial Group, we assist clients with financial planning and retirement planning to help them better understand how the different pieces of their financial lives work together.

If any of these items are on your year-end checklist—or you're simply ready to take a closer look at your financial plan—we invite you to schedule a consultation with our team. We’d be happy to learn more about your goals and discuss how we may be able to assist.

📞Phone: 713-425-5340
🌐Website: https://www.saxonfinancialgroup.com/
📅Schedule a Meeting: https://calendly.com/saxon-financial-group/schedule-a-meeting

08/27/2026

Wills vs. Trusts: Do You Know the Difference?

August is Make-A-Will Month, making it a great time to think about an important piece of your overall financial plan: your estate plan.

While wills and trusts can both help outline how you want your assets handled, they serve different purposes.

📄 A will can specify how certain assets should be distributed after your death, name beneficiaries, designate guardians for minor children, and appoint an executor. Wills generally go through probate.

🏡 A trust is a legal arrangement that holds assets for beneficiaries and is managed by a trustee. Depending on the type of trust and how it is structured, it may help with managing assets during your lifetime, planning for incapacity, providing privacy, and transferring certain assets outside of probate.

For many families, the conversation isn’t necessarily about choosing a will OR a trust. It’s about understanding how different estate planning tools may work together as part of a broader plan.

From a financial planning perspective, estate planning is connected to so much more than legal documents. Your investment accounts, retirement assets, beneficiary designations, real estate, insurance, family circumstances, and long-term financial goals can all play a role in how your assets are ultimately managed and transferred.

At Saxon Financial Group, we believe estate planning should be considered alongside the rest of your financial picture. Understanding what you own, how your accounts are titled, who your beneficiaries are, and what you want your legacy to look like can help you and your legal and tax professionals determine which strategies may be appropriate for your situation.

Make-A-Will Month is a good reminder to ask yourself: Is my estate plan current, and does it still reflect my financial picture and wishes?

Learn more about our estate planning services:
https://www.saxonfinancialgroup.com/estate-planning-services/