Financial Services in Katy, TX

Retirement, planning, and investment support built around you

Helping Katy Residents Make Confident Financial Decisions

Personalized support from a team that understands your goals

At Dearborn & Creggs, we’ve helped families, educators, and public employees throughout Katy and West Houston create personalized financial strategies for over 30 years. Whether you’re navigating a 403(b) from Katy ISD, preparing for retirement, or planning your family’s financial future, we’ll help you take the next step with clarity and purpose. From Cinco Ranch to Elyson and across neighborhoods near I-10 and Grand Parkway, we’re proud to serve the people who make Katy such a vibrant, growing community.

Financial Services in Katy, TX

Support for every stage of life

Our advisors offer financial planning, retirement investment planning, and wealth management for individuals and families throughout Katy and nearby areas like Fulshear, Brookshire, and West Houston. Whether you’re planning for long-term growth, short-term stability, or both, we’ll tailor your strategy to your needs—not just your numbers.

Whether you’re contributing to a 403(b), 457, or IRA, we’ll help you build a tax-aware retirement income plan that fits your timeline.

From budgeting and saving to education funding and insurance, we help you make smart decisions that move you forward.

Our advisors help you grow and preserve your assets through diversified investment strategies and long-term planning that reflects your goals.

Personalized Planning for Katy’s Growing Community

Guidance that reflects your goals—and your neighborhood

Katy is one of the fastest-growing areas in Texas, known for great schools, thriving neighborhoods, and strong family values. With that growth comes complex financial decisions—retirement planning, managing rising living costs, saving for college, or protecting what you’ve worked hard to build. Whether you live near Katy Mills, attend events at Typhoon Texas, or commute into Houston, our team understands the financial landscape of your life. We’re here to provide clarity, not confusion, so your plan reflects your priorities—not someone else’s checklist.

Financial Questions We Hear from Katy Clients

Helpful answers from people who live and work nearby

  • Do you help with 403(b) plans for Katy ISD employees?

    Yes, we work with many teachers, administrators, and support staff from Katy ISD who want guidance on contributing to and managing their 403(b) plans. We’ll help you understand how those accounts fit into your retirement picture and how to avoid unnecessary taxes or penalties. Whether you’re early in your career or approaching retirement, we can walk you through your options. Our goal is to make sure you feel informed and in control—not overwhelmed.

  • Can I work with you if I live in Fulshear or Brookshire?

    Absolutely. We regularly serve clients throughout the Greater Katy area, including Fulshear, Brookshire, and West Houston. You can meet with us virtually or in person at our Sugar Land office—just a short drive down Grand Parkway. No matter where you are, you’ll receive the same thoughtful, personalized support.

  • What kind of financial planning do you offer?

    We provide comprehensive financial planning that includes budgeting, saving, insurance guidance, education funding, and more. Many Katy families come to us during life transitions—buying a home, having children, changing jobs—and want to make sure they’re making smart financial choices. We build plans that reflect your life, values, and goals so you can move forward with confidence. And we’re here to help you adjust as things change.

  • Is there a cost for the first consultation?

    No—your first consultation is completely free. It’s a 90-minute meeting where we’ll listen to your goals, review your current situation, and share how we can help. There’s no pressure, no sales pitch, and no commitment—just a helpful conversation designed to give you clarity. It’s a chance for us to get to know each other and see if we’re the right fit.

  • What makes your approach different from national firms?

    We’re local, independent, and focused on long-term relationships—not sales quotas or one-size-fits-all plans. Because we work with so many families in Katy and Fort Bend County, we understand local issues that national firms often overlook—like TRS retirement, school district benefits, and the cost of living right here. When you call, you’ll talk to someone who knows your name—and your neighborhood.