Joseph C. Huston,  CFP<sup>&reg;</sup> - Financial Advisor

Joseph C. Huston, CFP®

MBA, MS, CWS®

Wealth Manager

First Allied Advisory Services, Inc - San Diego, CA

27 Heather Wisp Pl
The Woodlands, TX 77381
FINANCIAL ADVISOR'S WEBSITE
(877) 321-4620
(936) 321-4620

General

Joseph Huston is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at First Allied Advisory Services, Inc - San Diego, CA in The Woodlands, TX and the surrounding communities.

Financial Advisor Overview

My practice is focused in two primary areas. First, I work with small business owners, who are typically physicians and dentists, that either own their own practice or can be employed as an independent contractor. I focus on comprehensive financial planning solutions that address the 13 wealth management issues that have proven over time to be of the greatest concern to all business owners. The complexity of the business issues, intertwined with their personal desires, make this the perfect situation for financial planning. My experience with this group of clients can be translated to any small business owner-type situation.

Second, I help individuals/families navigate their ever changing financial situation by bringing a financial planning perspective to their individualized situation. I utilize available resources in order to develop personalized solutions that aim to reduce taxes, reduce their fear of financial loss and give them the greatest chance of attaining their financial goals. For those at or close to retirement, I strive to match a clients assets up with their liabilities and create a portfolio that uses both time and diversification to help mitigate risk. I follow the core principles of strategy first (TM), consideration for taxes and being fee sensitive.

Both areas come down to one primary goal: developing a cash flow at retirement they can't outlive!



I know I can help you so the next step is yours.

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Financial Advisor Experience

My financial planning practice started in 1984 and has evolved over the years to where I am now. I started working with families and small business owners, who are primarily dentists and physicians, in 1995 and as such, I feel I have a better understanding of the unique challenges business owners face every day in their business. My past positions include the head of the financial planning department for a Houston based investment advisory firm and the VP in the financial planning department for a savings and loan, as well as being a sole practitioner.   

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Wealth Strategist (CWS (R))

Insurance Licenses

  • Life insurance: TX
  • Health/disability insurance: TX
  • Fixed annuities: TX

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Advisory Services offered through First Allied Advisory Services, Inc., a Registered Investment Advisor.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Insurance, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Special Needs

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Helpful Financial Planning Resources