Jacob M. Leon, CFP^®

Today's complex world presents a unique array of business challenges.  

These challenges require a common sense approach, with an eye to the future. 

We combine an appropriate blend of financial planning and products. 

7416 Kelving Drive

Houston, TX  77030

713-333-7477

713-961-0625 fax

jacob@thefinancialfirm.com

See our Recent Tax Developments Page for information on:

2008 Benefit and Dollar Limitations

October 2007 Recent Developments

2008 Social Security Wage Base

Website designed by Barbara Ashorn

Last Updated November 16, 2007

Securities offered through Registered Representatives of NFP Securities, Inc., a Broker/Dealer and Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor.  Jacob M Leon CFP is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp, the parent company of NFP Securities, Inc.
 

NFP Securities, Inc does not provide legal or tax advice.  Please contact the appropriate professional regarding your individual circumstances.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site area available in every state and through every representative or advisor listed. For additional information, Please contact NFP Securities, Inc. Compliance Department at 512-697-6000