Wealth Management Group

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Helping people create, manage, and preserve wealth.

Alan J Birsinger, Financial Advisor

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Contact Alan

Location: Houston, TX
Phone: (832) 466-9053
Email: [email protected]

Philosophy

Working over 20 years in the Financial Services industry has taught me the importance of developing personal relationships with clients as they are entrusting me with their life savings. I take this responsibility very seriously and will do my best to always act with integrity, communicate effectively, and treat everyone with the upmost respect.

Products & Services

Comprehensive Financial Planning
Asset Allocation
Lump Sum Distributions
IRA Rollovers
Mutual Funds
Fixed and Variable Annuities
Qualified Retirement Plans
Long Term Care Insurance
Life Insurance
Business Planning
Education Funding

Professional Qualifications & Experience

20 years in the financial industry
Bachelor of Science – Finance
Master of Science – Finance

Personal

Resides in Houston, Texas
Married with 2 children
Hobbies: Soccer, Golf, and Antique Cars.

What sets WMG apart?

WMG requires our advisors to operate as “fiduciaries” for our clients.

What is a fiduciary? A fiduciary is an advisor who must act in your best interest.

WMG advisors must do their best to ensure their advice is informed by complete information, which means looking into all potential options for a client. Advisors are also required to avoid and disclose any conflicts of interest, and always aim to execute trade orders at the lowest price and with the most efficiency.

If you’re looking for a financial professional that will always put your interests first, you’re in the right place.

Questions? Email Us

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Ready to start? We’re here to help

Nothing compares to the confidence you get from knowing you’re prepared for your financial future.

Retirement Planning

Our team will work with you to determine the best plan or strategy to pursue your retirement goals.

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Financial Planning

Gain confidence by knowing you’re prepared for your financial future.

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Tax Planning

Our team will work with you to develop a comprehensive tax minimization plan.

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