Customized Strategies and Solutions to Help You Reach Your Financial Goals
7FoldWealthElite in Houston, TX, offers a comprehensive range of financial solutions tailored to meet the diverse needs of individuals, families, and businesses. We believe in an approach to financial well-being that encompasses wealth creation, protection, and transfer. Our solutions are designed to empower you to achieve your financial goals, secure your legacy, and make a meaningful impact on your family, community, and beyond.
Are You Ready To Empower Your Financial Future?
Tax-Free Retirement
Explore tax-free retirement. Grow your savings without the tax burden and secure a brighter financial future.
- Life insurance plans
- Supplemental
Market Loss and Asset Protection
Shield your investments from the unpredictability of market losses while ensuring robust asset protection. Navigate financial tides confidently, safeguarding your wealth and legacy from unforeseen risks.
College Funds
Secure your child’s future with the Million Dollar Baby College Fund. Invest today for a brighter tomorrow with flexible plans tailored to your needs, turning aspirations into achievements.
- Flexible
- Tax-free
Family Bank and Infinite Banking Wealth Strategies
Harness the power of generational wealth planning, creating a family-centric financial ecosystem that fosters growth, stability, and legacy preservation for future generations.
Critical, Chronic and Terminal Illness Support
Safeguard your loved ones’ future and financial well-being, ensuring peace of mind with coverage beyond life’s uncertainties, including critical illness support.
- Long-term care
- Living benefits
Trust, Wills, and Legacy Planning
Craft a lasting blueprint for your assets, ensuring they are distributed as you envision while preserving your legacy and providing clarity and security for future generations.
- Reduce unseen tax implications
- Living benefits
Business Owner Plans
Tailored financial strategies for entrepreneurs, ensuring sustainable growth, asset protection, and a smooth succession, positioning your business for long-term success.
- Life insurance
Long-Term Care
Comprehensive support and planning to ensure you have the financial security and resources needed for your long-term healthcare needs.
Budgeting or Managing Expenses
Gain control of your finances by creating effective budget plans and strategies to manage your expenses wisely.
401k, IRA, and Retirement Account Rollovers
Our 401(k)-rollover service is aimed at safeguarding your retirement savings and providing a source of guaranteed income in retirement.
Term Insurance Return of Premium
Protect your loved ones while allowing you to recoup your premiums if you outlive the policy term.
Protect What Matters Most
When contemplating the future, it’s essential to prioritize what matters most to you. Whether it’s ensuring a comfortable retirement, navigating the complexities of tax implications, safeguarding your assets, or assessing potential risks, each aspect plays a pivotal role in shaping your financial journey. Considering these elements lays the foundation for a secure and prosperous future tailored to your individual goals and aspirations.
Savings Snapshot: How Much Are You Currently Saving?
Please fill out the form below to receive a report on how the My New Retirement™ strategy would work with your unique situation. Fields marked with an asterisk (*) are required.
Contact Us
For more information about our financial and retirement planning solutions, call Victor Rodriguez of 7FoldWealthElite at 832-762-8175.