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Case examples are hypothetical situations based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.

Five Star Wealth Manager Award is based on 10 objective criteria associated with providing quality services to clients, such as, credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 Five Star Wealth Managers.

Roger Houston, CFP® is not an affiliate company of LPL Financial.

Roger Houston, CFP® is not endorsed by or affiliated with AT&T.

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