Juanita Causey, CFP<sup>®</sup>

Juanita Causey, CFP^®

ChFC, CLU, AIF

Juanita Causey, CFP<sup>®</sup> - Financial Advisor

Juanita Causey, CFP^®

ChFC, CLU, AIF

Financial Advisor

Houston Financial Center

675 Bering Dr, Ste 575
Houston, TX 77057

FINANCIAL ADVISOR'S WEBSITE

www.houstonfinancialcenter.com

(713) 212-7565 CONNECT WITH Juanita

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

No Charge for Consultation/Planning

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Juanita Causey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Houston Financial Center in Houston, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - CAP, CASL, LUTCF

Insurance Licenses

Life insurance
Health/disability insurance
Fixed annuities
Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Broker-Dealer is Symphonic Securities

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Medical & Health Issues, Men's Finances, Special Needs, Women's Finances

More

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

No Charge for Consultation/Planning

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

Helpful Financial Planning Resources

Divorce

divorce relocation

Financial Planning for Relocation During Divorce

What steps can you take during the emotionally-draining and uncertain divorce process to financially plan for relocation? In concert with...

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Buying a Home

Getting Ready for the New Cost-Basis Regulations

One way to gauge if you are financially ready to buy a home is to ask yourself the following four questions:1. Is My Credit in Good Shape...

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Savings

Paycheck to Paycheck

How to Break the Paycheck-to-Paycheck Treadmill

Are you living paycheck to paycheck? Do you have your fingers crossed that you can dodge yet another month without a financial crisis that...

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Starting a New Job

Planning a Post-retirement Move Back to the Workplace

There once was a time when retirement meant leaving the workforce for good.But an April 2006 survey by Zogby International and the MetLife...

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Estate Planning

getting set for retirement

Are You All Set?

Several years ago I was asked to give a retirement seminar to my family at a reunion. This was a little strange for me because, as the second...

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Retirement

retirement income

Retirement Income and Difficult Choices

A recent r...

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Investment

There's An App for That

With today’s World of smartphones and tablets being so useful in managing personal matters, I thought I would take this opportunity to share...

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Retirement

Retired at last

Two of the first and most important decisions to make are:How much to withdraw annually from your nest eggWhat accounts to draw fromThe...

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Investment

What to Invest In Today

I meet with individuals on a daily basis that have different perceptions of the world, and how they should react with their portfolio: I’m...

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Credit Repair

credit counseling

Credit Counseling Services

If you are stressed by debt and can't pay your bills on time, especially credit card debt, you may want to enlist the help of a nonprofit...

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