Anna Dashkevich, CFP Wealth Strategies

Anna Dashkevich, CFP Wealth Strategies YOUR money advocate

Life insurance doesn’t have to be complicated or expensive. It just has to be right for your life. Whether you’re starti...
09/08/2026

Life insurance doesn’t have to be complicated or expensive. It just has to be right for your life. Whether you’re starting out or approaching retirement, I can help you find
coverage that fits. Contact me today.

09/04/2026

The market goes up, the market goes down — but what does history actually show? I look at decades of S&P 500 returns, how often negative years happened, and why long-term equity investing has remained such a powerful wealth-building tool despite crashes, recessions, and bad headlines.

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Co...
08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

08/21/2026

401k RICH BUT TAX POOR

You can have a strong net worth and still feel financial stress if income stops — because a lot of wealth isn’t easily t...
08/20/2026

You can have a strong net worth and still feel financial stress if income stops — because a lot of wealth isn’t easily turned into cash without tradeoffs. Let’s talk about your plan.

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.Many families are starting conv...
08/17/2026

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.
Many families are starting conversations earlier, thinking about how their values, priorities, and goals carry forward across generations. In many cases, the process can be just as meaningful as the outcome.

Let’s chat about how I can work alongside you on your estate planning goals.

08/14/2026

Episode 23: Retirement dream: travel, freedom, time with family. Retirement reality? One health event can rewrite the budget. In this episode, I talk about the long-term care expense most people would rather avoid — until avoiding it is no longer an option.

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your busines...
08/10/2026

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your business and your life. A periodic review can help ensure your plan reflects where life and business are today — not years ago.

Let’s review your options.

08/01/2026

Can your retirement income keep up with the life you want? In this episode, I share how certain annuities may help turn savings into a steady income stream, so retirement can feel less like worrying about bills and more like enjoying the freedom you worked for.

If an illness or injury suddenly limited your ability to work, would you want to make financial decisions under added pr...
07/30/2026

If an illness or injury suddenly limited your ability to work, would you want to make financial decisions under added pressure? Planning for income interruptions can help
create flexibility when it matters most. Let’s connect.

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3040 Post Oak Boulevard Suite 2000
Houston, TX
77056

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Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm
Saturday 9am - 12pm

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