Our Firm: Houston Financial Advisors

CRIS Financial (Cinco Ranch Insurance Services) is an Independent, Conservative, Full Service Financial firm committed to helping people pursue their personal economic goals. We offer a wide range of financial products and services to Pre-retirees and Retired individuals and business owners alike, and can provide customized guidance when it comes to taking advantage of any financial opportunity.

What our Financial Services Include

CRIS Financial understands the conservative investor. That's why we specialize in Safe Investment Alternatives using Minimal Risk Investment Strategies (MRI'S), which are investments designed to protect your principal and Wealth Preservation.  When the market goes down, our phones don't ring.  Our clients are completely protected.  In addition to our outstanding investment management service, our Licensed financial advisors also offer the following:

  • Retirement income planning
  • Assets Under Management (AUM)
  • Wealth Management
  • Tax management
  • Retirement strategies
  • Estate conservation
  • Insurance and Annuity products (for mitigating risk)
  • IRAs and IRA rollovers
  • 401K rollovers

Who Our Asset Management Clients Are

CRIS Financial services a wide range of clients, in order that more people can benefit from our Safe Investment Alternatives and our Superio,r Minimal Risk Investment Strategies.  We are proud to offer our financial services to both young adults and mature adults alike.  After all, everyone needs a sound financial strategy - and in today's economy, there has never been a better time to start planning for the future.  Likewise, our Pre-Retirees and Retired clients may find that we offer the best financial advice that they have ever received, and those working toward retirement can feel good about their plans when they have CRIS Financial on their side.

Whether you are a new professional who is fresh out of college and just starting to save for retirement, a pre-retiree working hard to achieve you and your families future goals, or already retired and aiming to get more out of your golden years, we believe you will be better able to identify and accomplish your goals by acting on our conservative, dependable financial advice.

Contact Us to Meet with an Advisor

If you are ready to start planning for a more secure future, the financial advisors of CRIS Financial will be glad to meet with you. Call us today and schedule an appointment with one of our knowledgeable partners.  Making sure that "Your Best Interest" is Always our top priority.  It's not just our job, it's our commitment.