Eric Felgenhauer Financial Services

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

Do you have a will? Is it updated?
10/16/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

Why are they made again and again? This piece helps make sense of these errors in judgment.
10/14/2026

Why are they made again and again? This piece helps make sense of these errors in judgment.

Why are they made again and again? Making sense of these errors in judgment.

Many have heard they should avoid probate; do you understand what probate is and how it works?
10/12/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?
10/07/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
10/05/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

A special needs trust can help care for a special needs child, even after you’re gone.
10/02/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

Wondering about your choices for putting aside money for retirement? Learn more about your options.
09/30/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
09/28/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
09/25/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through t...
09/23/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

Compare Roth and traditional 401(k) options to see which may work better for your situation.

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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