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

Tax-Deferred Savings

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

Home Affordability

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

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.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

Betting Your Life on Low Coverage

If you are close to retiring or have already retired, you may be wondering whether your life insurance policy meets your current needs.

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

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.

You’ve Sold It: What’s Next?

If you are a business owner who is considering selling your enterprise soon, you may be able to reap even greater rewards by doing a little prep work now.

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