Broker Check
        

54 Sugar Creek Center Boulevard
Suite 300
Sugar Land, TX 77478 

Jon Saleem

(832) 886-2752

Susan Saleem

(832) 886-2808

 
Extended Care: A Patchwork of Possibilities Coaches A Fruitful Retirement: Social Security Benefit The Power of Tax-Deferred Growth

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

 

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Saving for College 101

Here’s a crash course on saving for college.

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