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.

Paint-by-Numbers: Q4 Market Commentary

A historic U.S. government shutdown created major gaps in official economic data, forcing investors to lean on private indicators and earnings reports to judge the economy. The result was an uneasy mix of solid headline growth and very weak consumer sentiment, with clear signs that higher- and lower-income households are experiencing very different conditions. Markets stayed volatile as Federal Reserve officials split over rate cuts and as heavy, debt-fueled investment in artificial intelligence raised questions about long‑term profitability and financial risk

Year-end Estate Planning Strategies

Year-end is the ideal time to review your estate plan and ensure your wishes, finances, and family priorities are protected. A thoughtful plan provides clarity, control, and peace of mind for the future. Schedule an estate plan review today to start the new year with confidence.

The Part of Estate Planning No One Talks About

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.

Thanksgiving Reflections: Setting Yourself Up for a Stronger Financial Future

Year-end is a valuable time to reflect with gratitude and make clear, confident financial decisions. A brief review of taxes, retirement strategy, and investments in November can uncover savings, reduce stress, and set up a stronger year ahead, especially for those in the Oil & Gas industry.

Trick or Treat: Q3 Market Commentary

U.S. stocks rose in October 2025, led by strong earnings and a Fed rate cut, while the government shutdown delayed key economic data. Inflation held at 3%, labor market softened gradually, and tech giants boosted AI investments. Trade deals with Japan and China eased tensions, gold set new highs, and consumer spending stayed resilient, supporting continued market strength despite risks.

Saving vs Investing: Finding the Right Balance for Your Financial Future

Building a strong financial foundation starts with balancing saving and investing. Saving offers security and flexibility for short-term needs, while investing helps your money grow for long-term goals. Combining both creates stability today and opportunity for tomorrow.

Retiring from Big Oil: What Comes Next?

Retiring from a career in Oil & Gas often means navigating unique financial complexities and redefining personal goals for the years ahead. From handling pensions, company stock, and diverse retirement accounts to crafting a sustainable income plan and addressing tax and healthcare costs, every step shapes your long-term security. By reassessing investment strategies, managing concentrated assets, and considering a second opinion, professionals can move toward retirement with greater clarity and confidence.

Honoring Veterans, One Clay at a Time

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