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Free 45-minute review
Book a review, or just ask a question
Tell us a little about your situation and the best time to reach you. Jorge L. Verar will call or email within one business day.
Office
820 Gessner Rd
Houston, TX 77024
By appointment. Phone and video meetings available anywhere in Texas.
Please don't send sensitive numbers by email or this formNo Social Security numbers, account numbers or passwords. We'll arrange a secure way to share statements when we meet.
What to have handy
- Recent 401(k), IRA and annuity statements
- Your Social Security estimate (ssa.gov/myaccount)
- Any pension benefit estimates
- Last year's tax return, page 1