“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.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
How to Support Local Businesses During a Pandemic
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
Learn about the latest sport to sweep the nation with this informative article.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
When to start? Should I continue to work? How can I maximize my benefit?
In this article, explore the benefits of the Federal Student Grant Program.
Military families face unique challenges, making personal finance even more critical.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
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.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, cracking the code on bonds.
A special needs trust helps care for a special needs child when you’re gone.
Have you explored all your options when it comes to managing your taxable income?
It's easy to let investments accumulate like old receipts in a junk drawer.
What is your plan for health care during retirement?
Bucket lists don’t have to be for tomorrow.