Jeff Rhame, CFP^®
Rhame & Gorrell Wealth Management

Financial Services

It's not enough to simply manage investments - our financial planning consultants in The Woodlands create robust financial plans that utilize our full range of capabilities to meet our clients' needs and achieve their unique goals. We take complex financial issues and transform them into simple, elegant solutions. We believe that managing wealth is a lifelong process, not a one-time event, and our promise to our clients is to stay engaged on an ongoing basis to ensure their success. Our goals-based planning process centers around building a foundation for success. It is designed to highlight and address your aspirations as well as identify and address the risks, fears, or constraints that might limit your chances of accomplishing those goals.

Successful investment strategizing begins with early conversations. Our investment management advisors in The Woodlands, TX will discuss your investment history and experience, your short and long-term needs, your retirement horizon, and the level of risk you are comfortable taking in order to clarify and better define your investment goals. Then we draw on these insights to build a diversified portfolio that's closely aligned with your financial objectives.

We'll make sure each step you take is one that brings you closer to your retirement goals. Whether it's; When and how to claim your Social Security benefits, deadlines and options for Medicare, your required minimum distributions (RMD), your need for Long-term Care Insurance, or eldercare options, you can trust our retirement planning company in The Woodlands to manage the transition and ensure your plan is on track. You'll be ready to embrace this next phase of life with confidence and ease.

Estate planning, transferring wealth, protecting assets, and hedging risk are all extremely important and each of these activities grows in complication as wealth increases. Our wealth management company in The Woodlands is here to protect you and your family from costly consequences that come from making misinformed decisions or taking certain actions without a comprehensive understanding of each and every detail. Our mission is to serve as your family's advisors for life, handling all matters related to managing and preserving your wealth, and building your legacy - so you are free to focus on enjoying your life and the people important to it.

From an investment perspective, it's not just about what you make, it's about what you keep. Our goal is not just to help our clients achieve robust performance; it is to ensure that their returns are achieved in the most tax-efficient manner possible - allowing them to go home with the maximum amount at the end of the day. Our proactive tax optimization and planning services in The Woodlands will find more tax-deductible items, create tax-advantaged situations and teach you how to reduce taxes for greater savings in future years. In some cases, the tax savings we identify are greater than our fees, fully offsetting the cost of our services.