Charles W. Schwab"Seek out investment managers who are objective and unbiased."Jane Bryant Quinn, Newsweek"... commissions have a built-in conflict of interest...even with disclosure, my choice would be a fee-only planner."Money Magazine"... compensation should be from fees alone."
Top Retirement Planner of the Year for 2018, Texas
Wealth & Finance magazine
Co-Author of 401(k) Book
H Texas Magazine
Selected as One of Houston's Top Financial Planners
Interviewed about Retirement Mistakes
Our office is on the first floor, Suite 100.
The buildinig is: Regents Park 3
16850 Saturn Lane, Suite 100
Houston, Texas 77058
Over 25 Years Experience
The Retirement Professor, Lawrence Boyles, was named the Top Retirement Planner in Texas for 2018 by Wealth & Finance magazine. Earlier, he was named one of the top Financial Planners in Houston by H Texas magazine. Lawrence is the co-author of the book, Enron Proof Your 401(k), Safety Proof Your 401(k).
Lawrence purchased his first stock while still in junior high school. The investment proved profitable, and the investment bug bit him. Since then, he has honed his skills as an accomplished investor. Today as President and Senior Portfolio Manager, he personally manages all client investment portfolios and works with clients one on one in his area of specialty, retirement planning. He stays wired to the latest developments in investing through membership in the Houston Investors Association.
Each account is held in your name at a low cost discount broker, we are currently using TD Ameritrade.