“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.
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Overview of Medicare Advantage, what’s in them, special rules, and more.
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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
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A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
When markets shift, experienced investors stick to their strategy.
Understanding the cycle of investing may help you avoid easy pitfalls.
Have you found yourself suddenly single? Here are 3 steps to take right now.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, cracking the code on bonds.
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