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.
Chairman, Chief Executive Officer & Founder713-337-4500 x 105
President & Chief Operating Officer
Executive Financial Planner 713-337-4500 x 102
InvestmentsRetirementSavingsInvesting in the stock market can be extremely rewarding, but not without risk. While most investors understand that market volatility is a given in the stockRead MorePaul Broughton | Apr 29, 2022
FinanceInsuranceLike health care, many of us continue with the same auto insurance policy for years, never bothering to find out whether another insurance carrier could provideRead MorePaul Broughton | Apr 22, 2022
FinancePropertyReal EstateReverse mortgages have been around for a long time, but in recent years they have become more popular. Though some experts consider a reverse mortgage a lastRead MorePaul Broughton | Mar 25, 2022
FinanceCreditIn 2018, Americans’ debt hit $13 trillion, with the average American carrying more than $38,000 in debt – not including home mortgages. For many, debt is simplyRead MorePaul Broughton | Mar 11, 2022
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
3730 Kirby Dr, Suite 600
Houston, TX 77098