Matthew Goff is the founder and Chief Investment Officer of the Goff Financial Group, an SEC registered investment advisory company which manages over $380 million in private accounts. After graduating from the University of Texas in Austin with a major in finance, Matt began his career in financial services working on fixed income portfolios at Lehman Brothers in 1993. His company manages portfolios for individuals, couples, trusts, retirement plans and corporations. For four consecutive years Mr. Goff has been included in the Five Star Award Professionals list as featured in Texas Monthly Magazine. He has also been rated as a Five Star advisor by the Paladin Registry since 2006. Matt is also an active member of the National Association of Personal Financial Advisors (NAPFA), the country's leading professional association of fee-only financial advisors.

About The Goff Financial Group

Your financial goals are our highest priority. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first. Unlike many other firms, all of our services are provided on a fee-only basis, we have a FIDUCIARY DUTY to put your interests first, and you always have direct access to the investment manager for your accounts as opposed to a sales agent. In addition, we have the knowledge, experience, and integrity to help you achieve what is most important to you, including financial independence, a secure and comfortable retirement, a college education for your children, travel, and a second home.

Advisory Services Provided:

Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals

About Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts

About Sovereign Wealth Advisors, LLC

Our first priority is helping you take care of yourself and your family or business. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. That cornerstone of open and honest communication allows us to deliver tailored, professional services designed to help our clients rise to their financial independence.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Jeff Rhame is one of the founders and President of Rhame & Gorrell Wealth Management. Jeffs vision for starting Rhame & Gorrell was to deliver wealth management services and investment strategies typically available at the highest levels of wealth. Today, clients benefit from these sophisticated financial services, targeted to meet their unique needs. Jeff leads a team of investment specialists that develop asset allocation strategies for high-net worth families. They seek out the most appropriate investment ingredients and then construct portfolios to meet our clients goals from income generation and capital preservation to tax-efficiency and growth.

About Rhame & Gorrell Wealth Management

At Rhame & Gorrell Wealth Management, we have built a firm for the future of financial planning, with the tools, research, resources, and talent that you deserve. We are local financial advisors in The Woodlands, providing Wealth Management, Investment Management, Financial Planning, Tax, and Retirement Planning. Because of our dedication to getting to know our clients better, were able to be more effective in creating a plan that helps you achieve your goals. We thrive on the relationships we build and establish a foundation of transparency and trust. Contact us for all of your investment and wealth management needs in The Woodlands.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

My name is Jeff Green (I have been a financial professional for over 25 years). I am the founder of RightWay Investments, PLLC: We are a Registered Investment Advisory Firm that helps families achieve their financial purpose and coaches them toward those goals.

(1) We are fiduciaries, meaning our recommendations are in your best interest. We are not subject to proprietary products, which means we only work for you.

(2) We choose to be transparent and will answer any questions you have.

(3) We build lifelong relationships with our clients and get to know their goals, purpose, and intentions.

My wife June and I came to The Woodlands in 1993. We have two daughters with two beautiful grandchildren. We love the outdoors and travel. I also serve on the board of directors of the Patterns of Evidence Exodus Foundation, producing documentary films on the Bible.

About Rightway Investments, PLLC

At RightWay Investments, PLLC, we provide a different standard in investing: Many investors place their trust and life's savings with Wall Street mutual fund managers. But Wall Street will speculate and gamble with their clients money by constantly trying to predict the future by stock picking, market timing and track record investing. Academic research has conclusively proven that this is a failing strategy that destroys the hard-earned life's savings of every-day Americans. As a Registered Investment Advisor, we will never speculate with our client's savings. The portfolio we use is based on decades of published, peer-reviewed academic research from the top universities in the country. We use Matson Money's globally diversified mutual fund investment portfolio that has holdings in 81 countries, with over 21,000 different stocks and bonds in 22 asset classes. This allows investors to enjoy the safety that diversification brings and maximize their average rate of return. This is what we call an efficient portfolio. All of our investment portfolios adhere to the Modern Portfolio Theory, the Efficient Market Theory, and the Three-Factor Model. We are here to help investors pursue long-term results using the Matson Method. With cutting-edge coaching technologies, we help investors stay disciplined throughout their lifetime. Our portfolios are GIPS audited. Can your current advisor say the same?

Advisory Services Provided:

Portfolio Management, 401K Rollovers, Wealth Management, Insurance Products & Annuities