Looking for White Rhino Business? We’ve rebranded to AssetPRO!

Located in the iconic Galleria area | 3040 Post Oak Boulevard Suite 1150 Houston, Texas 77056

GO PRO

A lifetime approach to financial asset optimization

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A Journey Of 1,000 Miles Begins With A Single Step.

CORE PROCESS

Understanding what's important

A 60-minute open conversation around your goals, what's important to you, your financial journey so far, and where we think we can help.
A 60-minute open conversation around your goals, what's important to you, your financial journey so far, and where we think we can help.
Step 1: Schedule your intro call

CORE PROCESS

Laying the foundation

Before our second meeting we take all of the information, data-points, and nuances of your situation and use our technology stack to analyze every facet of your balance sheet to uncover pitfalls and opportunities.
We'll walk you through what it will take to bring your plan to life and capture all of the opportunity we present.
Step 1: Schedule your intro call

CORE PROCESS

ROADMAP CREATION

Equipped with accurate information about where you are today, and where you want to get to in the future - we tailor an implementation roadmap that's built around you and your life.
Elective processes are added in the mix and we begin tackling financial problems based on their importance to you.
Step 1: Schedule your intro call

CORE PROCESS

Onboarding

We'll explore all of your financial facts, specify your goals, and introduce you to our collaborative planning software.
We'll fine-tune and review for accuracy, ensure we've "measured twice", and ensure alignment on the way forward - including action steps needed. You'll build your Financial Website, and get familiarized with your all-in-one planning technology.
Step 1: Schedule your intro call

ELECTIVE PROCESS

taxation & legacy strategy

If you don't own a business, we'll proceed to discussing the impact of taxation over your lifetime, how that impacts you in the long run, and what pitfalls you're likely to run into.
We'll review your financial journey from start to finish discussing powerful concepts we'll utilize to help you achieve your goals. Based on what you like, or dislike. Our network of attorneys can take care of the rest for you and your family.
Step 1: Schedule your intro call

ELECTIVE PROCESS

growth & wealth accumulation STRATEGY

We review your growth and wealth accumulation strategy to determine where you've been getting lucky, how you can de-risk your portfolio, and create a sustainable approach to growing your wealth based on your lifestyle.
We use a methodology that has been working for the last 70 years and supercharged it with innovative technology, and experienced guidance from financial planners who understand life doesn't happen in a vacuum, and decisions didn't either.
Step 1: Schedule your intro call

ELECTIVE PROCESS

RISK MANAGEMENT STRATEGY

Discover the financial risks on the journey ahead and customize your strategy based on what's important. We cover all of the bases from life, health, disability, long-term care, and employer benefits.
We ensure that the conversation around risk focuses on the things that are important to you, and all of the things that can get between you and your goals.
Step 1: Schedule your intro call

ELECTIVE PROCESS

business & financial strategy

If you own a business, our fourth session will be comprised of a conversation around your business and your business' financial strategy.
We'll take the time to review all of the nuances of your business. Any issues with accounting, legal design, asset protection, cash flow, etc will become present here and recommendations will be provided so you can clearly see and understand the value of taking action.
Step 1: Schedule your intro call

CAPSTONE PROCESS

asset pro IMPLEMENTATION

During our journey you've learned, and done a lot. You've learned the in's and out's of your financial strategy, what makes it work, when things are coming up, and what to do when things don't go according to plan. You're on your way to financial independence, and enjoying the life you deserve.
Over the past few months, your diligence has paid off. You've co-created a financial plan that's meant to grow with you, and be there for you when you need it.
Step 1: Schedule your intro call

How AssetPRO Does Financial Planning

We blend a variety of 'Herbs & spices' to create a financial plan meant just for you.

Savings plan

Plans designed to protect income from lifestyle 'creep' without budgeting.

executive plan

Executive plans designed to give more control of income taxation.

protection plan

Protection plans designed to give you everything you need, nothing you don't.

exit plan

Designed to help you navigate every phase, and stick your landing.

investment plan

Investment plans backed by Nobel Prize winning methodologies.

income plan

Income plans that ensure you run out of life, before you run out of money.

medical expense plan

Expense plans designed to help you combat the rising cost of healthcare.

contingency plan

"Because everyone has a plan, until they get punched in the face" - Mike Tyson

tax minimization plan

A tax minimization plan that ensures you won't be caught off-guard.

education plan

Education expense plans that actually help you plan for college costs.

legacy plan

Legacy plans that ensure you are able to leave the most meaningful gift possible.

benefits plan

Benefits plans that make sure you get every opportunity available.

Lee Daniels - Director Of Business Planning

"With over 25 years of experience in financial services, I have not been this excited about a solution before. I feel that professionals like myself had written off the fact that life, just isn't the same anymore. Today's financial planning solutions need to be more robust, more effective, and more enabled because the world, and economic conditions are changing quicker than we can plan for."
Learn More about our teaming model

Josh Hohenstein - Director of Wealth Management

"I think we knew we had something really special when we put all of the pieces on the table to see where planning could be made easier, faster, and more effective and it just came together seamlessly. What I feel distinguishes this solution compared to others is the military-grade level of thoroughness, and modularity in it's design. It's really something that can go the distance, take a hit, get back up, and keep going."
Learn more about our culture

Start Creating The Life You Deserve.

If you’re here it means you’re looking for something more. You deserve to have a life that is free of financial worry and concern, and with some small changes you can create big differences in your world. You’ll never know if we can help you, or if we’d be a good fit for you unless you try us out.

Schedule your call today