Eric Felgenhauer Financial Services

Eric Felgenhauer Financial Services Helping Individuals, Families and small businesses protect and grow their wealth Permanently Closed

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
06/17/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

The average college senior graduates with credit card debt. How will your kids manage money?
06/15/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
06/12/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
06/10/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

Take an inside look into Simplified Employee Pension plans.
06/08/2026

Take an inside look into Simplified Employee Pension plans.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
06/05/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
06/03/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
06/01/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
05/29/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Address

16010 Barkers Point Lane # 550
Houston, TX
77079

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+18326741960

Website

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