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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.

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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.                                                                   

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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Here are some ideas to help pursue a life of financial freedom.

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The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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Use this calculator to estimate how much income and savings you may need in retirement.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

This calculator is designed to help you attach a dollar figure to your life’s work.

Use this calculator to determine whether you qualify for the different types of IRAs.

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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