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Calculators

You can review interesting calculators on my site.

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Contact Us

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Videos

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Juanita Olson, CFP®, CAP®, CASL®, RSSA®, ChFC®, CLU®, LUTCF
President HOUSTON FINANCIAL CENTER

 

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"World Class Planning"

Welcome to the Houston Financial Center website, where you can learn more about us as well as gain valuable information in the form of Newsletters, Articles, Calculators, and Research Reports.

Our company is all about planning.  Our objective is to provide good sound financial advice by first obtaining all the facts about your current financial situation, exploring your goals and objectives and determining the most efficient way for you to get from where you are today, to where you want to be in the future. Your success is our ultimate goal.

We do this by preparing a complete Financial Analysis that spells out the facts in a way that's easy to understand. We review your analysis with you, line by line, and make realistic recommendations that are customized just for you. We then develop an action plan that helps you to stay on track while you implement your plan over time. You get all of this planning with the guidance of a highly experienced board Certified Financial Planner (CFP®). We never charge a fee for our planning and educational services, so there is no reason wait.  Get started now.

 Don't hesitate to reach out to us for help or to schedule an appointment.  Our phone number is 713-212-7565.

Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Credit Card Debt

How Long Will It Take to Pay my Balance?

College Funding

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck