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Invested in Your Financial Freedom

Ryan Krueger and Mike Catalano left Wall Street for many reasons that we share candidly with any prospective client. We opened our own firm for one simple reason -- to share with our family of clients exactly what we do with our own money and exactly how we do it.

  • We constructed our own building on our own dirt in the Memorial area of Houston.
  • Our firm is 100 percent family owned and operated.
  • We are not part of any bank or brokerage.
  • We do not have any private equity or outside investors.
  • The only debt (and it’s truly outstanding) is the gratitude we owe to our clients.

Since we are here to serve our clients as we do our own families, they deserve to know our personal values and what we believe.

What We Believe

(Click arrows below through all-local 100+ year old photos)

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    #1: We Believe...

    In only investing money for others if we have done the exact same for ourselves.

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    #2: We Believe...

    More powerful than any law or regulation is a simple desire to do the right thing.

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    #3: We Believe...

    As investors, it pays more to be relentlessly curious than ever convinced, and life is more interesting that way as well.

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    #4: We Believe...

    Trading expectations for appreciation is transformative.

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    #5: We Believe...

    If you cannot explain an investment to your spouse it should not be in your house.

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    #6: We Believe...

    In the digital age, authenticity is the new currency.

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    #7: We Believe...

    Information is not knowledge. Knowledge is only potential. Mastery comes from execution.

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    #8: We Believe...

    Discipline gives birth to creativity.

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    #9: We Believe...

    Peace of mind can only come from knowing your income streams will last longer than you.

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    #10: We Believe...

    If you understand the how and what of a retirement income plan, then you can focus on the WHY which can be everlasting.

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    #11: We Believe...

    In measuring progress of a plan rather than being bullish or bearish.

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    #12: We Believe...lieve...

    Good planning and hard work will lead to prosperity, but hasty shortcuts lead to poverty. Proverbs 21:5 (Yes, we are Believers.)

  • investment financial planning advisory firm krueger catalano houston texas

    #13: We Believe...

    The greatest asset of all is more time to spend in your own way with complete peace of mind.

  • beliefs investing financial planning advisory firm krueger catalano houston texas
  • regulation financial planning advisory firm krueger catalano houston texas
  • investors financial planning advisory firm krueger catalano houston texas
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  • information knowledge financial planning advisory firm krueger catalano houston texas
  • discipline creativity financial planning advisory firm krueger catalano houston texas
  • knowledge peace of mind financial planning advisory firm krueger catalano houston texas
  • retirement planning investment financial planning advisory firm krueger catalano houston texas
  • investment progress financial planning advisory firm krueger catalano houston texas
  • planning prosperity financial planning advisory firm krueger catalano houston texas
  • investment financial planning advisory firm krueger catalano houston texas

How much is enough?