Jeff & Karen love their
low-tax, low-fee, & low-risk retirement plan.
Start yours with a free assessment from a CERTIFIED FINANCIAL PLANNER™
Welcome to Sycamore Wealth Planning
We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money.
You’ve worked hard and saved your whole career
"How do I safely create
tax-efficient income?"
"How can I reduce
my taxes in retirement?"
"Are my investments
suitable for retirement?"
Why Sycamore Wealth Planning
Helping people aged 50+ lower taxes,
invest smarter, and maximize income.
Sycamore Wealth Planning
Work with a CFP® Professional and Fiduciary to
945 McKinney Street
Suite 10269
Houston, TX 77002
(832) 410-1071
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The information and opinions expressed herein are obtained from sources believed to be reliable; however, no representation is made as to, and no responsibility or liability is accepted for, the accuracy or completeness of the information. The information is provided as general information and is not intended to be specific financial guidance. The information is subject to change without notice. Before making financial decisions, you should consult a financial, legal or tax professional. Providing personal information may result in contact from an insurance agent. Unauthorized use is prohibited.