Important Links

Scott Youngblood, CPA, JD

Scott is a CPA and also a practicing attorney. He is well-versed in wills, trusts, estate planning and small business entity planning. Since Mr. Youngblood is also a CPA, he is aware of the tax implications associated with the various business structure options available.

Telephone: 281-332-2555 League City 77573
 

Kathryn T. Atkinson, CPA
Kathryn is a very experienced and capable accountant who has been in the Friendswood area for years.  Her fees are extremely competitive and I am very comfortable recommending her services to clients of Preferred Wealth Management, LLC.      

Telephone: 281-996-9149  Friendswood 77546 

National Financial Planning Association
The Financial Planning Association® (FPA®) connects those who need, support and deliver financial planning. We believe that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate a professional commitment to education and a client-centered financial planning process.
Financial Planning Association of Houston
Information about financial planning from the profession's largest professional organization, the Financial Planning Association. 
No-Load Annuity Comparison - Annuity FYI
Most purchasers of annuities are not aware of the internal costs and subsequent commissions paid to the annuity salesperson. Some annuities pay salesperson commissions in excess of 10%. Also, the majority of annuity products have lengthy surrender periods that last several years. We try to inform our clients about annuity options that have little or no surrender charges and low internal costs. This website offers an independent comparison of various commission-free annuities.
Amerita Direct No-Load Life Insurance & Annuities
Ameritas Direct is committed to providing low cost, high value policies to self-directed individuals and to advisors who are looking for the best possible insurance solutions for their clients. In addition to not bearing the cost of sales loads and commissions, policy charges are kept to a minimum. And with our full disclosure ledger, available for every permanent life insurance purchase, you know exactly what you are paying for.
Official Site Of The Internal Revenue Service IRS
The official website of the Internal Revenue Service. The final word regarding any tax questions you may have.
Big Charts
Bigcharts.com provides free high quality charting, stock research, and sector research. Their charts are the most flexible to use and they provide an accurate picture of a security's price history. 

Preferred Wealth Management, LLC is a Registered Investment Advisor registered with the Texas State Securities Board.  2323 Clear Lake City Blvd. Suite 180-144, Houston, TX 77062 Telephone  713-410-8899   Toll Free   800-304-1232   Fax   281-992-4756   contact@preferredinvest.com