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FINANCIAL INFORMATION CENTER

20333 HWY 249 @CHASEWOOD Suite 200 Chasewood Bank Bldg. 1
HOUSTON, TX 77070

Phone:

713-493-0577-Office 866-580-6371-24/7 832-567-6801-Cell

E-mail:

SAFE MONEY SPECIALIST

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C. Denny Perkins

Welcome to our Web site, with over 30 years of working with retirement planning including trusts and wills. You'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser.                                                                   

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Compare the potential future value of tax-deferred investments to that of taxable investments.

This calculator can help you determine whether you should consider converting to a Roth IRA.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

How Long Will Your Funds Last?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck