“Nature gives to every time and season some beauties of its own; and from morning to night, as from the cradle to the grave, it is but a succession of changes so gentle and easy that we can scarcely mark their progress.” - Charles Dickens
Welcome, I’m Pamela Britz, a financial advisor and Enrolled Agent in Sugar Land, Texas. With nearly two decades of experience in the industry, I’ve seen firsthand the power of a proactively managed financial strategy. Many people don’t realize that a family’s strong financial foundation is not born. It is created. It is nurtured over a lifetime of personal triumphs and challenges. It is not static, but ever-changing and always evolving. In return, it requires a family to proactively engage with their financial strategies on an ongoing basis and through each season of life, making adjustments as life and economy dictates.
Whether nuanced or extensive, these changes that a financial strategy requires can be overwhelming to make if you aren’t familiar with the process. That’s where I can help. As a financial advisor, I strive to help individuals, couples, and families formalize their objectives, create a strategy that addresses both their short and long-term goals, and help them stay on track.
Based in Sugar Land, Texas, I work with a number of clients locally in the greater Houston area and in multiple other states. Whether you’re just getting started planning for your financial future or you are preparing for retirement, call or email me today to learn more about how I can serve as your financial partner.
Investment and financial planning services are offered by Pamela Britz through her affiliation with Avantax.
Rightsizing for Retirement
What does your home really cost?
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Understanding the economy's cycles can help put current business conditions in better perspective.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Why are 401(k) plans, annuities, and IRAs so popular?
Understanding the cycle of investing may help you avoid easy pitfalls.
There’s an alarming difference between perception and reality for current and future retirees.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.