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1807 Breezy Bend Dr Suite 100
Katy, TX 77494

Phone:

(281) 769-2846 Toll Free (800) 852-8228

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

You already know what you ought to be doing. Let us help you get there.

Welcome to the Oughtness Group web site, where 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.

To access calculators, tools, reports, and internet links, just click on the "Resources" tab at the top just above the picture. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Suggests considering life insurance for stability during uncertain markets.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

How much Disability Income Insurance do you need?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Use this calculator to estimate how much income and savings you may need in retirement.

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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