At Retirement Specialty Group, Inc., a full services investment advisory firm, we help you plan safely for your retirement. We find solutions to many difficult situations. We also promote faith-based investing where you can ensure your investments do not support agendas that go against your moral beliefs.
Whether you are ready to retire or are many years away from retirement, let us meet with you and plan your retirement today!
Investment advisory services are offered through Optivise Advisory Services, LLC. Optivise and RSG are independent of one another. Investment advisory services are offered through Optivise Advisory Services, LLC, a SEC registered investment advisor.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they’ve been given.
At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them towards financial choices that will help them live the life they want today – and tomorrow. Let’s connect if you have questions.
I am your State Farm Insurance Agent for the Sugar Land, TX and Fort Bend County area, celebrating over 29 years with State Farm! Our Agency has qualified for many State Farm Awards over the years, including State Farm Ambassador Travel and State Farm Golden Triangle. We enjoy assisting on resident relocations to the Fort Bend County area. We focus on Auto Insurance, Homeowner’s Insurance, Renter’s Insurance, Life Insurance, and Business/Commercial Insurance throughout the Fort Bend County area. Call or stop by our office for a free Car Insurance or Home Insurance quote!
My objective is simple: I will focus on understanding your unique values, personal situation and financial needs in order to deliver tailored strategies to you. Our office will help you track your goals and communicate regularly to deliver timely information. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
I began my career with Edward Jones in 2012 with an office in Sugar Land, TX. After deeply serving my clients in that community for seven years, I relocated my office closer to home. In June of 2019, we opened our brand-new office in Fulshear, TX. I hold the professional designations of AAMS® and CRPC®, which help further my ability to work through complex situations. I have served as a trainer to new financial advisors in our firm and am part of our regional leadership team serving as a client transition leader.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet your unique goals and needs.
Shopping for a mortgage can be an intimidating task. There are thousands of mortgage lenders and hundreds of ways lenders can tweak any loan. When you are facing the excitement of buying a new home or investment and you may feel vulnerable as each lender will pull your credit report and actual lower you credit rating. It is understandable that many home buyers get stuck with bad mortgages because they just wanted to get the process over with. Unfortunately, that is no small mistake: On a 30-year mortgage, fractions of a rate point can add up to tens of thousands of dollars.
Experience counts and Vince Orlando offers 20 years of experienced in the mortgage business and 24 years as a real estate professional and as a homeowner and real estate investor. Proceeding to real estate Vince has held positions in the leadership in the engineering field and in his church. With his experience and background, he can professionally advise you on your investment in a home or business. He is up to date on the industry by being a Member of NAR, TRA and HAR.
Having a list of banks and mortgage companies Vince Orlando and his team will work for you as if it was their own investment. They will shop for you the best company, terms and the best interest rate and only run your credit one time. If you have credit issues, he can advise you how to get the issues corrected to raise you credit scores.
Reverse Mortgage for people that are 62 years or older. Vince Orlando can advise you if a reverse mortgage is suitable for your situation. It is like a home equity loan. With a traditional mortgage you make monthly mortgage payments, but with a reverse mortgage you have an option on payment. You still own and control your mortgage and can get tax free cash out.