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.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Retirement Plan Early Distribution

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Preparing Not to Inherit

Preparing for retirement will require adequate saving and investing, not just working hard to stay in the good graces of wealthy relatives.

Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

When It Comes to IRAs, Know Your Limits

In recent years, IRAs have become the single largest vehicle for retirement savings in the United States.

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