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FINANCIAL INFORMATION CENTER

20333 HWY 249 @CHASEWOOD Suite 200 Chasewood Bank Bldg. 1
HOUSTON, TX 77070

Phone:

713-493-0577-Office 866-580-6371-24/7 832-567-6801-Cell

E-mail:

SAFE MONEY SPECIALIST

C. Denny Perkins

Welcome to our Web site, with over 30 years of working with retirement planning including trusts and wills. You'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser.                                                                   

Presentation Video On Trusts and Wills

Click Here For Power Point On Trusts and Wills

CLICK HERE FOR VIDEO ON DIY TRUST RISKS

Explains importance of rare-earth minerals and their role in technology and security.

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Outlines steps toward handling financial setbacks and emerging stronger.

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Explains that landlord policies don't cover tenants' personal property.

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Explains potential 20 % QBI deductions and qualified property benefits for pass-through entities.

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Compare the potential future value of tax-deferred investments to that of taxable investments.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

How Long Will It Take to Pay my Balance?

Use this calculator to determine whether you qualify for the different types of IRAs.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck