“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 HD Vest.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Simple steps may help you foil hackers and protect your privacy.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The latest trends in travel reflect a rich menu of exciting new possibilities.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Learn how to harness the power of compound interest for your investments.
Do you have causes that you want to support with donations? Here are three tips.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Even low inflation rates can pose a threat to investment returns.
That big list of dreams and goals isn't the only way to look at your bucket list.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.