World Investment Advisors - The Woodlands

Family/Individual Financial Advice
Regardless of the level of wealth, my team and I have always believed that people can live a better life if their finances are properly managed and well-understood. This inspired me to pursue a career in financial services and to build a firm that helps people live a life focused on what is truly important.

Corporate Retirement Plans
Helping business owners and executives customize their corporate retirement plan (401k, 403b, SEP, Simple IRA, etc.), with no conflicts of interest, designed to reach the goals of your business and the needs of their employees.  We provide a proprietary Plan Review Report which helps to track the progress of plan engagement, plan costs, service utilization and plan health data.