Our Approach

At Royal Oaks Financial Group, we have been successfully serving the financial planning needs of Houston investors for the past 27 years. Because each client's situation is different, their needs and objectives are also different. Many of our client's financial objectives may include:

- Creating and preserving personal wealth
- Securing and increasing retirement income
- Simplifying and consolidating finances
- Gaining investor confidence
- Maximizing wealth transfer
- Providing for a child's education
- Reducing tax burdens

No matter what the need, we begin by listening to our clients. Through our conversations, we can help clients further identify and clarify specifically what they would like to accomplish. After we establish what their goal is, we then develop a realistic, personalized strategy for helping them achieve their objective.

Specifically, we follow a precise five-step process in helping our clients develop their strategy for building wealth:

1) Understand client objectives
2) Gather relevant data
3) Analyzing client information
4) Design and implementation of a coordinated plan
5) Periodic review and monitoring the plan

Providing our clients with the highest level of service is dependent, not only on our knowledge, but on aligning ourselves with other professionals. We consult regularly with our client's tax and legal counselors to achieve maximum results. We feel it is vitally important to work closely with our client's other advisers to ensure continuity in implementing a customized financial strategy.