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.

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Estate planning extends beyond wills and inheritances. It involves preparing for everyday financial decisions, organizing key documents, and ensuring someone can step in when needed—all especially relevant for Oil & Gas professionals managing multiple accounts, benefits, and assets.

Charitable Giving Strategies to Boost Your Financial Plan

Strategic, tax-smart generosity lets you support causes you care about while also strengthening your long-term financial plan. By choosing efficient methods such as bunching donations, using retirement accounts, and giving appreciated investments, you can often reduce taxes, manage portfolio risk, and build a lasting legacy without increasing your out-of-pocket cost.

Honoring Veterans, One Clay at a Time

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