Welcome To
Open Range Financial Group
Open Range Financial Group is a comprehensive financial services firm located in Manvel, Texas, helping the greater Houston area’s retired residents and soon-to-be retirees effectively plan and prepare for the second half of life. At Open Range Financial Group, we understand that retirees face many important decisions that can affect their long-term financial success; and that retirement can feel like a financially uncertain time for many people.
Our advisors will help to address all your retirement questions and more, so that when the time comes to retire, you can do so with total confidence in your long-term financial security. We craft personalized financial plans designed to fit your individual needs and examine your current circumstances, goals, risk tolerance, and more to help you create a financial roadmap to long-term success.
The goal at Open Range Financial Group is to help you to set concrete milestones for your retirement, then chart the financial course that will help make those goals a reality. Whether you want to travel the globe or live quietly on a private ranch, we’ll help you to retire your way, without compromising your dreams.
Explore Our Services
The Open Range Retirement Process
At Open Range Financial Group, we focus on creating your holistic financial and retirement journey from the beginning. We’ll design a plan that defines every aspect of your financial scope and lifestyle, allowing us to create the exact customized service for your success. As a fiduciary, it is our duty serve in your best interest, we are proud to be your family’s CFO. We will sit down with you, get to know you, understand your needs, and help chart a path to your goals!
Financial services for every stage of life – We know that effectively managing your wealth can help you live a comfortable life and look forward to the future with confidence.
We offer an open range of services to fit your needs!
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FINANCIAL GOAL PLANNING
The day that you retire, you cross a very important threshold in your life. You no longer have earned, working income. Your transition from a savings and accumulation phase of life into a spending and distribution phase. This creates a unique set of pressures and stresses that can threaten your nest egg.
Financial Goal Planning is, in our view, the most overlooked area in retirement planning today. While we all understand there are no absolute guarantees in life, planning for income security is at the foundation of a good retirement plan.
ASSET MANAGEMENT
Whether your goal is to grow your wealth over time or protect it so you can achieve a comfortable retirement, Open Range Financial Group has an asset management team of experienced financial professionals with the knowledge of the financial tools you can use to meet your financial goals.
Throughout your working years, you’ve worked hard to grow your savings into a nest egg that can provide you and your family with financial stability in retirement. Now, it’s time to protect the assets you’ve worked so hard to grow, and we can help you get started.
RISK AND INSURANCE PLANNING
When it comes to replacing your paycheck and covering your costs in retirement, it’s not easy to predict what unexpected setbacks can pop up, such as an injury or unexpected accident, and put your retirement longevity at risk. That’s why some of the key services we provide to our clients are assessing unique risks that might impact your retirement and providing insurance planning assistance that can help mitigate the costs that could otherwise throw a wrench into your retirement plan.
TAX EFFICIENT INVESTING
Taxes are likely one of the largest expenses in your lifetime, yet we spend so little time considering ways we can keep Uncle Sam out of our pockets. We take an integrated approach to financial planning, every financial move you make has tax implications, so having a comprehensive retirement plan with tax-smart investment strategies is vital.
Charitable giving is a great way to give back to the causes and organizations you believe in. In addition, it can provide you with tax benefits if done properly. We’ll work with you to assess your charitable giving goals and develop a strategy that meets your giving goals.
LEGACY AND ESTATE PLANNING
By working collaboratively with estate planning attorneys, we can help maximize the amount that your loved ones will inherit, help control how the money is to be distributed, and minimize the taxes that are paid.
RETIREMENT RESOURCES
Download Our Complimentary Guide
Tax Planning Guide
Work To Reduce Your Taxes
We believe it’s important that you look to employ tax diversity in your retirement plan. Different types of investments can impact your taxes differently. Having accounts that receive varying tax treatments is a key strategy. You should work with a qualified professional to help determine exactly how much you should have in each tax “bucket” to help minimize your overall tax burden in retirement.
While the tax code can be incredibly complex, you still need to stick to the basics when it comes to filing and preparing your tax returns. So, here are our 5 tips to help you better prepare for tax filing this year.
