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.
The company offers full service financial, estate, retirement, and income planning. As an independent, we do not work for any securities firm, brokerage house, insurance company or agency. As problem solvers and implementers, our responsibilities require that we act in our client’s best interest at all times. Our complex planning process centers around our client’s needs, wants, dreams, goals, lifestyle, legacy and independence. We FOCUS on tax reduction, preservation of assets, a lifetime income stream, safety and leaving a legacy. When appropriate, we discuss TAX-FREE income concepts.
Our firm is associated on a national level with several financial organizations that provide a wealth of research, support, and implementation techniques, just a phone call or fingertip away. Mallie says that there is no financial challenge that is too small or too large for his firm to handle.