Independent. Local. Trusted.
From our neighbors next door in The Heights to clients across the country, every financial strategy we build is thoughtfully tailored to the individual because no two clients, and no two financial journeys, are alike.
Complex Financial Decisions. Clear Guidance.
Financial success isn’t built on one decision. It’s the result of many. Whether you’re preparing for retirement, evaluating a pension, selling a business, diversifying company stock, or planning your legacy, we help simplify complex financial decisions so you can move forward with confidence.
Comprehensive Expertise Under One Roof.
True financial planning extends beyond managing investments. Goose Creek Financial integrates wealth management, tax planning, retirement income planning, executive financial planning, estate planning coordination, business succession planning, charitable giving strategies, donor-advised funds, and guidance on Net Unrealized Appreciation (NUA) and concentrated company stock into one coordinated financial strategy.
Why Clients Trust Goose Creek Financial
For decades, Goose Creek Financial has helped successful individuals, families, executives, business owners, retirees, and current and former energy professionals throughout Houston and across the country navigate life's most important financial decisions.
Every client has unique goals, priorities, and aspirations. That's why our team works closely with clients, CPAs, estate planning attorneys, and other trusted professionals to develop coordinated financial strategies that evolve alongside every stage of life. Whether you're preparing for retirement, managing significant assets, selling a business, navigating concentrated stock positions, or planning your legacy, we provide advice designed around your goals, not products.
Our Roots Run Deep
Like the oil that runs beneath the rich Texas soil, Goose Creek Financial's roots run deep in Houston. Our firm was named in honor of the historic Goose Creek oil field, the birthplace of the original Humble Oil refinery and a symbol of the city's enduring energy legacy.
For decades, we've proudly served current and former employees, executives, engineers, and professionals from leading energy and petrochemical companies, including ExxonMobil, Chevron, Shell, Lubrizol, and many others.
While our roots are in Houston's energy industry, today, we proudly serve individuals, families, executives, business owners, and retirees across Houston and throughout the country.
Resources
Investment
Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.
Retirement
We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
Lifestyle
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.