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Patrick J. Devine, CFP®

Fleetwood Financial Solutions

718 Trademark Pl
Houston, TX 77079-2413
Phone: (281) 293-7779
Fax: (713) 789-8669

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Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Corporate Finance
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Startup
  • Long-term Care
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Special Needs
  • Women's Finances

 

How Planner Charges

Considerations: Over 90% of Clients are fee based

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