Broker Check

19901 Southwest Freeway
(Tower Executive Suites Building)
Sugar Land, TX 77479

Pamela J. Britz, EA

281.937.0447

 
Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

“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.

Helpful Content

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

 

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

View all articles arrow

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

February 2018 Top Five

2018 could be shaping up to be an interesting year.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

View all videos arrow