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
In our country today, the top 10% of the wealthiest people hold almost 79% of the publicly traded shares of corporations. This is an enormous gap, and an expanding concern.
Our mission is to close this gap through educating and empowering individuals, families, as well as medical, and traditional business owners to reclaim control of their financial future through the power of modern financial planning.
The strategies employed by the nation’s wealthiest are often multi-layered, multi-faceted, and complex. It can be an intimidating concept to place so much trust in those concepts when so much is at stake. There’s so much to lose.
There is no magic bullet. We wake up each day passionate about debunking the myths involved in wealth building, some harder to believe than others. We’ve learned a lot about the tactics & strategies that work well, and who they’ve worked for. We’ve learned even more about the things that don’t work.
We live to serve our clients by guiding them on their financial journey by illuminating truths, dispelling myths, and building a custom financial plan that’s designed to work for a lifetime. That’s our passion, that’s Asset Professional.
Disorganization and a lack of priorities causes unpreparedness, and missed opportunities.
Finance is more like learning a language, and less like a subject. It takes years to truly learn.
Most financial decisions are just a few swipes away on devices, with no behavioral controls.
One-size-fits-all financial advice has consumed the industry, taking the focus off individuals.
The best financial ideas around are just one misunderstood fact away from being obsolete.
The financial world becomes increasingly complex. Wisdom of the past often won’t apply.
There is plenty of bridge to gap, and the numbers behind proper financial planning are driven by reality, not speculation. If one degree is the separation between water being frozen, or just plain water – imagine what possibilities for the future can be unlocked.
The industry is filled with financial myths from unlicensed and unregulated professionals who state opinions as facts at the expense of individuals. We easily dispatch financial myths by educating individuals on their specific situation.
The difficulty in understanding financial ecosystems is usually linked to misunderstandings of how financial products & strategies work in tandem together. Something great by itself, could be detrimental when combined.
For us to do this, it takes a lot of energy, effort, and time – and we’re happy to do it. Planning the right way takes many financial anxieties, stressors, and confusion away from financial lives, a leading cause of personal and relationship issues.
The reason corporations have seen such tremendous success, amassed so much of our nation’s wealth, and pay the least in taxes is because they play an infinite game. They focus on good financial stewardship, and long term benefits in lieu of short term gains. The concepts of the nation’s wealthiest individuals and corporations can be used to benefit individuals from many walks of financial life.
We coach, mentor, and guide our clients every step of the way on their journey, and ensure their plan is built to withstand each phase of their life.
The last thing anyone usually wants to do at the end of their day is sit down and look through their financial plan. Planning is difficult, and it’s largely due to a lack of organization and financial prioritization.
Our passion and purpose is to make planning for financial futures easy, fun, meaningful, and accurate.
The issues faced by business owners are becoming more complex, resulting in difficult decision-making and variable outcomes with little recourse.
The issues faced by individuals is largely due to subjective advice and incomplete information. This environment makes adverse decision-making commonplace.
We know what it takes to create powerful financial outcomes and take a team-based approach to problem solving, because we’ve learned the world is becoming too complex to go it alone. We include everyone at the table from attorneys to accountants to be sure the job is done correctly for you, your family, and your business.
The key to getting it right in the long run is through a systematic approach and rock solid philosophies. We think it comes down to being consistently good instead of occasionally great.
Execution is the new financial services value that we focus on perfecting. Individuals become empowered to control their destiny and achieve success.
Our patent pending approach to financial problem solving.
Unique financial problems we love to solve.
A passionately driven team of consultants focused on you.