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Juanita Causey, CFP®, ChFC, CLU, AIF

Houston Financial Center

675 Bering Dr
Ste 575
Houston, TX 77057
Phone: (713) 212-7565
Fax: (713) 212-7597

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Succession Planning
  • Long-term Care
  • Medical & Health Issues
  • Sudden Wealth

 

How Planner Charges

Considerations: No Charge for Consultation/Planning

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