Brent Banker

Brent Banker Financial Advisor at Ameriprise Financial Services, LLC

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I am pleased to welcome Trang Banker, CERTIFIED FINANCIAL PLANNER® and Associate Financial Advisor. Trang is a great ass...
04/22/2026

I am pleased to welcome Trang Banker, CERTIFIED FINANCIAL PLANNER® and Associate Financial Advisor. Trang is a great asset to my practice as she enhances our Advisory, Financial Planning, and service capabilities.

Investing based on your emotions can be costly. Keep these five tips in mind during times of market stress.
08/07/2025

Investing based on your emotions can be costly. Keep these five tips in mind during times of market stress.

Tariffs, inflation and other economic headlines have caused recent market fluctuations. See how you can navigate an unce...
03/27/2025

Tariffs, inflation and other economic headlines have caused recent market fluctuations. See how you can navigate an uncertain landscape: https://bit.ly/41AwGWT.

If possible, avoid taking early withdrawals or loans from your 401(k). Taking money out of your account can offset the a...
03/13/2024

If possible, avoid taking early withdrawals or loans from your 401(k). Taking money out of your account can offset the account’s tax advantaged benefits. bit.ly/3RK0Z8Y

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference b...
03/09/2024

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

While it may be tempting to “set and forget” your 401(k) investments, doing so may cost you in the long run. Let’s conne...
03/09/2024

While it may be tempting to “set and forget” your 401(k) investments, doing so may cost you in the long run. Let’s connect to review your portfolio and ensure it aligns with your risk tolerance, time horizon and goals. bit.ly/3RK0Z8Y

If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receip...
03/08/2024

If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receipts — they could help reduce your tax bill.

Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best p...
03/06/2024

Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan for you and your goals. bit.ly/3ZLkKzc

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the im...
03/05/2024

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use t...
03/05/2024

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use the tax code to reduce the sting of an investment loss.

By setting your own estate plan, you can avoid going through probate – a court process that would release your records p...
03/02/2024

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

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8505 Technology Forest Place Ste 203
The Woodlands, TX
77381

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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