Honoring Veterans, One Clay at a Time

By: Richard Saxon

Richard Saxon is President and Wealth Advisor at Saxon Financial Group, which became a fully independent RIA in 2021. With experience since 1983 and previous affiliations with Smith Barney, Merrill Lynch, and Raymond James, Richard specializes in investment management and asset allocation, creating simplified platforms for families with complex financial needs.

April 29, 2026

Our Wealth Advisor, Timothy Lucio, joined our clients, Jeff and Clark Clement, along with their family who helped organize this event, at the 13th Annual Homes for Our Troops (HFOT) Sporting Clays Event in Fort Worth, Texas.

The Home for Our Troops organization builds and donates specially adapted custom homes nationwide for severely injured post-9/11 Veterans, helping them rebuild their lives. We’re grateful for the opportunity to stand alongside our clients in giving back to the Veterans who sacrificed so much for our freedom.

In the Community - Jeff and Clark Clement

Moments like these reinforce why community connection is at the heart of what we do.

We’re proud to have clients who lead by example in their giving, and we look forward to continuing to show up, not just as advisors, but as neighbors, for the causes and people that matter most in the communities we serve.

The Oil and Gas Exit Blueprint

Planning to retire from the Oil and Gas industry within the next five years? Now is the ideal time to take a close look at your income sources, pensions, and benefits. With many employees managing 401(k)s, deferred compensation, stock awards, and healthcare transitions, organizing these details early helps create a clear path toward retirement. Our team works with you to identify your options, coordinate with your company’s benefits staff, and build a tailored plan for income, taxes, and healthcare so you can move confidently into the next chapter of your life.

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Geopolitical tensions in the Middle East have pushed oil prices higher, impacting energy professionals whose income and investments often move with the market. While rising prices can lift compensation and company stock, they also increase concentration risk when too much wealth depends on one industry. Periods of strength in oil markets can be a time to review diversification and manage exposure, since oil cycles are ongoing and can affect long-term financial stability.

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Honoring Veterans, One Clay at a Time

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