• Logo
  • Logo
  • Logo

Our Services

We address these five areas of concern:

Liquidity

We feel that the basis of a great, comfortable financial plan is liquidity. We make sure that you have enough cash on hand at all times to meet you “opportunity” needs and wishes when they surface.

Cash Flow

Cash flow simply means---how much money do you have coming in on a monthly basis from various sources, in order to continue to maintain the lifestyle that you have built for your family during those working years---after the paychecks stop coming in.

Growth

After satisfying your liquidity and cash flow requirements with “safe money” guaranteed investments, we place the balance of your investible assets in a position of growth for future needs. This may necessitate additional risk for additional growth; however, even if these assets are exposed to downside risk, your lifestyle will not be at risk, or compromised.

Tax Mitigation

Due to our ability to offer our clients the best of the securities industry along with the best of the insurance industry, we are able to design many of our financial plans with substantial, if not hugh tax savings, often for several years in to the future.

Wealth Transfer

Finally, the last piece of the puzzle is to design your estate plan to transfer your left over wealth to the next generation in the most efficient tax-wise method that is possible within the confines of current laws.

About Us

About Us

Mallie Daniel has been in the financial services industry for 38 years. His practice encompasses a variety of “safe” money functions, as well as designing plans for pre-retirees, retirees and business owners to minimize taxes. He also creates TAX-FREE income strategies for his clients, their children, and their grandchildren. Mallie is the Houston representative for the national 501C3 non-profit charitable organization Foundation for Financial Education. Through the foundation, he conducts a variety of financial education programs for churches, civic organizations, and businesses in the Houston community. Many of these programs are lunch and learn events. He also hosted a live radio talk show in Houston called “On the Money”. Mallie is a graduate of Lamar University in Beaumont. He lives in Pearland with his wife of 47 years, Linda. He and Linda have four grown children and nine grandchildren.

Our Team

Our Passion is to exceed your expectations!
Mallie Daniel
Mallie Daniel
Founder & CEO
Cindy Williams
Cindy Williams
Business Manager
Mary Burney
Mary Burney
Office Manager

Satisfied Clients

Calendar of Events