At The Broughton Investment Group, we believe that transparency, clarity, and openness are essential to our clients. We believe that client education is paramount and essential to a successful partnership. Together, we explore a realistic process in achieving a successful financial plan.
In today’s environment, financial management has become more complex. To achieve our goal, we utilize a financial plan. It helps us to visualize the current economic picture of our client and the strategy to improve on the current situation. The plan is an all-purpose tool that enables us to work together with our clients to make better financial decisions.
We provide comprehensive financial planning services to those we serve. Part of our team’s approach is employing the six-pillars of financial planning, which includes cash flow analysis, risk management, investment planning, tax planning, retirement planning and estate planning. In simple terms, before making any recommendations, we look at a client’s financial profile, including tax, estate planning, insurance, risk tolerance, specific family circumstances, and ultimate financial goals.
Leadership
Paul K. Broughton
Chairman, Chief Executive Officer & Founder713-337-4500 x 105
[email protected] March 16, 2012, Paul decided he would incorporate The Broughton Investment Group, Inc. in the State of Texas. His business model is simple.
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Anthony L. Ackerman RICP®
President & Chief Operating Officer
Executive Financial Planner 713-337-4500 x 102
[email protected]Tony Ackerman, RICP, is the President and Executive Financial Planner for The Broughton Investment Group, Inc. (The BIG, Inc.) in Houston, Texas.
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CollegeAs inflation and tuition fees rise, the cost of college is inching out of reach for many.Read MorePaul Broughton | Apr 8, 2022
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Pros and Cons of a Reverse Mortgage
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FinanceTax PlanningWe all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion to charities, breaking the $400 billionRead MorePaul Broughton | Mar 4, 2022
Charitable Giving: Doing Your Due Diligence
FinanceTax PlanningConsidering donating to a cause? There’s a few things you should check first.Read MorePaul Broughton | Feb 25, 2022
Finance Financial Missteps
FinancePersonal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; donRead More
Contact
3730 Kirby Dr, Suite 600
Houston, TX 77098
