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FINANCIAL INFORMATION CENTER

20333 HWY 249 @CHASEWOOD Suite 200 Chasewood Bank Bldg. 1
HOUSTON, TX 77070

Phone:

713-493-0577-Office 866-580-6371-24/7 832-567-6801-Cell

E-mail:

SAFE MONEY SPECIALIST

C. Denny Perkins

Welcome to our Web site, with over 30 years of working with retirement planning including trusts and wills. You'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser.                                                                   

Describes how Roth accounts can generate tax-free retirement income.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Advises small businesses on cybersecurity risk management.

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Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

How much life insurance would you need to produce a sufficient income stream for your family?

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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