More Than A Source....Your Solution

 

Greater Texas in cooperation with SWBC Investment Services is committed to providing peace of mind through sound financial guidance. Our financial professional can help you answer important questions while avoiding common mistakes, including

  • What investment choices should I make in my 401(k) plan?
  • Do I have enough insurance to protect and provide for my family?
  • How much do I need to save to retire comfortably? 
  •  Am I maximizing my return on investment, or do I have other choices?
We offer answers and a professional to turn to for help.
 
Contact Ken Cooner today to schedule your FREE consultation at
979-696-1440, ext. 1248 in College Station, or 800-999-0310, ext. 1248
for an appointment outside Bryan/College Station.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Newsletters

Every Little Bit Helps

IRA catch-up contributions enable investors aged 50 and older to make up ground in saving for retirement, whether they had a late start or just want to sock away more money.

HOT TOPIC: Government Intervenes in Credit Crisis

September was an unsettling month for the financial markets that Americans may not soon forget. Here's a look at what happened.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

Will Going Green Grow Green?

About one out of every nine dollars under professional management in the United States is already invested according to socially screened criteria. There are several key questions to ask yourself when considering how this rising tide could affect your portfolio.

More Newsletters →