Tom Stephens- Financial Advisor

Tom Stephens- Financial Advisor Smart Capital Management is a Houston based holistic retirement planning firm. Let Us Help Guide You In The Right Direction.

We work with Retirees & those nearing retirement learn how to maximize their income & assets. I bring a unique perspective to Wealth Management, based upon 30+ years as a banker, successful entrepreneur, retired executive, widower, and now an active wealth manager. For those still working, I help you Manage and Protect your 401k to help Maximize Returns and Minimize Downside Risk. This does not re

quire a Rollover, but an active Strategy for Managing your Existing Account. For those Retiring or Planning to Retire, I can also help you with Conservative Strategies for creating an Income that you cannot outlive.* I can be contacted via email at [email protected] and by phone at 713-624-4082. I work with all career levels to help provide a secure financial future. Author of 4 Financial Books:
• Cost of Aging: Finding Resources to Meet Financial Demands of Aging
• Planning for Tomorrow: Essential Guide to Having Your Affairs in Order
• Our Aging Parents: Comprehensive Guide to Caring for Aging Loved Ones
• Survivor’s Handbook: Essential Guide to Financial Matters after a Death
In addition, I am available for speaking engagements and workshops on any of the above topics.

*Note Any guarantees are based solely on the claims paying ability of the issuing company.

Concerned about the Recession - here are some strategies to help you Survive and even Thrive!
07/29/2020

Concerned about the Recession - here are some strategies to help you Survive and even Thrive!

If you know what to do during a recession, you can avoid common & costly mistakes.

05/11/2020

Find out how you could save thousands (especially if you're already enrolled!)

05/04/2020

Simple 3-step guide: how to choose or change to the right plan and save.

04/27/2020

My team created this FREE tool. Download it here.

04/27/2020

Download our free Medicare flowchart.

04/20/2020

Market volatility is here. Take action with my free flowchart.

04/20/2020

Easily find out when, why, and how to choose a Medicare plan inside this free guide

04/13/2020

Markets are volatile — but you don't have to be caught by surprise.

04/08/2020

“The toilet paper had armed guards.” “We celebrated my birthday with a dinner party over Zoom.

04/07/2020

“The toilet paper had armed guards.” “We celebrated my birthday with a dinner party over Zoom.

04/06/2020

Use this simple flowchart to determine what steps you might want to take next.

Address

7500 San Felipe Street , Suite 600
Houston, TX
77063

Telephone

+17134160157

Website

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