Retirement Planning

We know retirement planning can seem complex and overwhelming. No matter where you are in your career, we'll develop a deep understanding of your needs and deliver tailored strategies to assist you in meeting your retirement goals – together. Let our team of professionals available through First Service Wealth Management create innovative strategies that lead to strength and stability in your financial future.³⁰

To make an appointment with one of our financial advisors, give us a call at 713-676-4356 or email us at WealthManagement@FSCU.com.

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Retirement Planning

Individual Retirement Accounts (IRAs)

⁷⁵ Start saving for retirement now with a tax-advantaged Individual Retirement Account (IRA). Our advisors can help choose from range of funds for both Roth and Traditional IRAs, so you can sit back and enjoy the potential tax-deferred or tax-free growth.

401(k) Rollovers

If you have recently changed jobs, a 401(k) Rollover⁷⁵ may be the right solution to maintaining your retirement savings progress. Our advisors can assist you in understanding your options. For example, moving your assets into a Rollover IRA gives your money the potential to grow tax-deferred, as it did in your 401(k).

Schedule an Appointment

To make an appointment with one of our financial advisors, give us a call at 713-676-4356 or email us at WealthManagement@FSCU.com.

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Benefits of Working with First Service Wealth Management

Our advisors can develop financial strategies to help improve your overall financial plan. Take advantage of our in-person consultative services and enjoy the following:

Professionally assisted securities trading

Access to Professional Portfolio Management

Comprehensive Portfolio Reporting

Online Access to Investment Portfolio Data

Retirement Planning