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CONTACTS AT PENPROS.NET

THE PENSION PROFESSIONALS

SHARON HEINRICHS

10375 R●●●●●●● AVENUE

SUI●●●260

HO●●ON , Texas, 77042

United States

713●●●346
SG●●●●●●@YAHOO.COM

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THE PENSION PROFESSIONALS

SHARON HEINRICHS

10375 R●●●●●●● AVENUE

SUI●●●260

HO●●ON , Texas, 77042

United States

713●●●346
SG●●●●●●@YAHOO.COM

View this contact

THE PENSION PROFESSIONALS

SHARON HEINRICHS

10375 R●●●●●●● AVENUE

SUI●●●260

HO●●ON , Texas, 77042

United States

713●●●346
SG●●●●●●@YAHOO.COM

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401K PLAN CONSULTING
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1 Pension Professionals
2 Pension Professionals of Houston
3 qualified plans
4 401(k)
5 401k
6 401(k) plans
7 401k plans
8 408(b)(2)
9 Accredited Investment Fiduciaries
10 Plan Design
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401K PLAN CONSULTING

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RESOURCES

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Professional Organizations and Governmental Agencies. The Securities and Exchange Commission. 2016 Retirement Plan Limits. Keep Your Qualified Plan Compliant. Retirement Plan Advisory Group. Securities offered through registered representatives of Cambridge Investment Research, Inc.,. A Broker/Dealer, Member FINRA. Supervisory Office: 1710 State Street, Houston, TX 77007, (713) 489-8205. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

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SERVICES

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Securities offered through registered representatives of Cambridge Investment Research, Inc.,. A Broker/Dealer, Member FINRA. Supervisory Office: 1710 State Street, Houston, TX 77007, (713) 489-8205. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and The Pension Professionals are not affiliated. Licensed in AZ, AR, CA, CO, FL, IL, LA, MA, MI, NM, OK, PA, and TX.

3

HOME PAGE

http://penpros.net/Home.php

The Pension Professionals has been in business since 1992. We handle over 75 qualified plans in a wide variety of styles, designs and industries. We are on the leading edge of the proposed 408(b)2 regulations and are Accredited Investment Fiduciaries. The Pension Professionals specializes in providing a full scope of retirement plan features such as:. 183; Plan Designs, Review, and Analysis. 183; Fiduciary Oversight. 183; Investment Analysis. 183; Vendor Review and Expense Analysis. Investment Advisor Re...

4

ABOUT US

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John W. Osborn - Principal. Brian Craft - Principal. Securities offered through registered representatives of Cambridge Investment Research, Inc.,. A Broker/Dealer, Member FINRA. Supervisory Office: 1710 State Street, Houston, TX 77007, (713) 489-8205. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and The Pension Professionals are not affiliated. Licensed in AZ, AR, CA, CO, FL, IL, LA, MA, MI, NM, OK, PA, and TX.

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Our Team

http://www.houcap.com/our-team.html

John has been in the financial services industry for 34 years and was one of the founding partners of The Pension Professionals 20 years ago. His designations include PhD (Business Administration), CFP (Certified Financial Planner), CFS (Certiried Funds Specialist), and an AIF (Accredited Investment Fiduciary). He also holds the Series 7, 65, and 24 securities licenses. Additionally, John is an Advisor for the State of Texas Public School Fund. Prior to teaming up with Houston Capital Partners, Todd foun...

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Areas of Focus

http://www.houcap.com/areas-of-focus.html

Is a comprehensive, fee-based financial planning firm specializing in the unique needs of the affluent client and business owner. Each client situation is uniquely analyzed to determine the most appropriate strategies needed to accomplish your desired objectives. HouCap offers specialist advice in the following areas:. To maximize the use and enjoyment of money. Income Tax and Estate Tax Planning. To determine which of the more than 35 tax-planning strategies are appropriate for your situation. HouCap Cl...

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Products and Services

http://www.houcap.com/products-and-services.html

Life, Disability, and Long Term Care Insurance. Group Medical and Employee Benefits. 401(K) and Fiduciary Planning. Retirement Income Planning and 401(K) Rollover. Simple, Traditional, Roth, and SEP IRAs. Non-Qualified Deferred Compensation Plans. Fee Based Financial Planning. Annuities, Stocks, Bonds, and ETFs. Public Safety Financial Group. Houston, TX 77007. HouCap Client Info Form.

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Newsletters & Articles

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Year End Review 2014. Fixed Income, "The Curve Ball". What to Expect in 2015. 1st Qtr 2015 Comments. 2nd Qtr 2015 Comments. Putting things in Perspective. Well That Was Fun! 7th Inning Stretch 2016. Houston Capital Partners is a registered representative of and offers securities through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA. HouCap Client Info Form. Public Safety Financial Group. Houston, TX 77007.

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Houston Capital Partners in Houston, Tx

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Check out the background of firms and investment professionals on FINRA’s BrokerCheck. We are in the business of customizing comprehensive financial solutions for your life needs. Our services will vary based upon your situation, but typically include:. Portfolio design and implementation. Houston Capital Partners is a registered representative of and offers securities through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA. Houston, TX 77007. Public Safety Financial Group.

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The Pension Professionals has been in business since 1992. We handle over 75 qualified plans in a wide variety of styles, designs and industries. We are on the leading edge of the proposed 408(b)2 regulations and are Accredited Investment Fiduciaries. The Pension Professionals specializes in providing a full scope of retirement plan features such as:. 183; Plan Designs, Review, and Analysis. 183; Fiduciary Oversight. 183; Investment Analysis. 183; Vendor Review and Expense Analysis. Investment Advisor Re...

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