Financial Services - Houston, TX, US
Our primary focus at Hipson Benefits, Inc. is to provide sound financial advice to our clients. Our clients include individuals, business owners and their employees, and retirees that are seeking advice about social security and effective ways at protecting their nest egg. We gain your trust the old fashion way. We earn it!With respect to individuals, we want to help you build and preserve your assets. If you want to review your current life insurance strategy, we will have that conversation and walk you through the new and exciting policies that exist today. Imagine replacing your old policy with a new innovative one that includes coverage for Long Term Care type expenses! Ask us for a free policy review. Our approach is professional and always instructive. With respect to business owners, we always discuss the tax benefits of a 401(k) Plan, even if you are a sole proprietor. Believe us, this is one of the best tax deductions left in our tax code. If you have an existing plan, we will analyze it thoroughly, educate you, and make suggestions to enhance your plan. This process is a free service to you and allows us to get to know each other. Does your Plan satisfy Department of Labor and IRS regulations? Do you have a manageable and repeatable process that will help you pass a DOL Audit? Do you have an Investment Policy Statement ? Are your Plan Fees excessive ? Have you reviewed your Investments Options lately? Do you care about your employees' retirement readiness? And lastly, are you prepared to take your Plan from "GOOD" to "GREAT?"Here at Hipson Benefits, Inc. we greet you and prepare you for the "HIPSON EXPERIENCE." We take your plan assets, your goals, your life insurance planning and your personal money seriously, and we would be excited to build a prosperous future with you. So come by and see us!!!