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Joseph R. Birkofer, CFP®

Legacy Asset Management

1800 West Loop S
Ste 1790
Houston, TX 77027-3287
Phone: (713) 355-7171
Fax: (713) 355-7444

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Household Income Minimum: $100,000
Investable Asset Minimum: $100,000

Specialties
  • Attending College
  • Comprehensive Financial Planning
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.