Family Financial Planning Services

Helping You Achieve Your Financial Goals

HOW WE HELP FAMILIES & INDIVIDUALS

At Saxon Financial Group, we take pride in helping families and individuals unlock the full potential of their wealth. With a client-focused approach, we work alongside you to manage the financial complexities of life while guiding you toward achieving your personal goals, both now and in the future.

We understand that everyone’s financial situation is unique. That’s why we offer personalized strategies tailored to your specific needs, objectives, and values. We take into account every aspect of your financial life, ensuring harmony between your wealth management plan and your broader life goals. From coordinating with trusted advisors such as CPAs and attorneys to addressing legacy planning, our team provides a holistic and integrated approach to private wealth consultancy.

Financial Planning

Build a strong foundation with thoughtful strategies designed to support your goals at every stage of life.

Wealth and Investment Management

Expertly manage and grow your wealth with plans tailored to your risk tolerance and ambitions.

Risk Management

Protect what matters most with strategies to mitigate risk and secure your financial future.

Education Planning

Give your loved ones the gift of opportunity by preparing for educational costs today.

A brighter financial future starts with expert guidance and a thoughtful approach. At Saxon Financial Group, we are here to help you simplify life’s financial challenges, so you can focus on what truly matters to you and your family.

Families who discuss money often achieve greater financial success over time. To support this, we created a worksheet designed to help you identify your financial values, concerns, and priorities, and effectively share them with your family. Use these questions to spark meaningful conversations about wealth with your children, grandchildren, and loved ones.

DEFINING WHAT WEALTH MEANS TO YOU

First name

Last name

Phone

What does wealth represent to you as a person?

How do you feel about saving money?

What are your feelings about spending money?

What are your concerns about the future?

What’s the story of your family’s wealth?

TELLING STORIES ABOUT WEALTH

Describe a financial mistake or important lesson you’ve learned in life

Describe a time that persistence and effort paid off

Describe a time that you didn’t have enough money

CONNECTING WITH YOUR FAMILY

What do you wish you had known about wealth at your child's age?

What worries do you have about your parents or grandparents?

What activities would you like to do as a family?

Sharing philanthropic work Sharing family stories Going through photo albums Writing down the family history Talking about the family legacy Discussing personal finance goals and priorities

Schedule a meeting

Contact us today

Contact us today to start building a financial plan that provides clarity, confidence, and a path toward lasting prosperity.

Phone:

+713-425-5340

Email:

[email protected]

Location:

1177 W Loop S #1825,
Houston, TX 77027, United States

Tell us how we can help you today

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