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For nearly three decades, Dearborn & Creggs has provided financial planning, investment, and tax advice to individuals, businesses, and non-profit organizations in the Houston metropolitan area and beyond. We have made a genuine difference in the financial lives of many people in the community, and we measure our success by the satisfaction of the people we serve.

People come to us for many reasons. Some want to develop a financial plan that encompasses all of their financial goals while others prefer to focus on individual goals such as retirement planning, investment management, estate planning, or insurance and risk management. Our specialties include 403(b) and 457(b) retirement planning for the educator community, and 457(b) deferred compensation for municipality employees. We understand that financial needs change over time, and we are dedicated to helping our clients identify and pursue their goals through every stage of their life.

Through our affiliation with Lincoln Investment and other strategic partners, Dearborn & Creggs is able to provide our clients with the financial services they need.

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Helpful Content

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

 

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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