Wealth Management - Tax - Financial Advisory

Welcome to the Junker Team...Your own group of professionals committed to serving you.

Whether you are new to our site, or returning for a visit, we hope to provide you with timely and valuable information.  As your business partner, we understand your need to save time and we will work with you to find effective solutions for your business and personal needs.

We strive to do business the old fashioned way while still providing you with top notch service.  We believe that we can best serve your needs if we know you personally and your business intimately.  Ultimately, we believe that our success depends on you. 

Please feel free to contact us for additional information about our firm and the services we offer, or to make suggestions regarding our website.  Our phone numbers are (281) 342-9476 or (800) 300-3061.  Our FAX number is (281) 239-7503.
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Lease Payment

How much would your monthly lease payment be?

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Newsletters

Still Time for Stimulus Benefits

The American Recovery and Reinvestment Act of 2009 offers some short-term tax benefits designed to encourage consumer activity and boost particular sectors of the economy.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

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