Financial Advisors
Houston, TX
Petrus Retirement Planning is a Texas-based financial firm specializing in retirement planning and capital preservation for individuals seeking safety-first strategies. They help clients protect IRAs, Roth IRAs, 401(k)s, 403(b)s, 457s, annuities, and other retirement accounts against market downturns while providing reasonable returns and ensuring lifetime income security. Their approach combines principal protection, income planning, long-term care considerations, and life insurance strategies explained in straightforward, easy-to-understand terms.
Ideal for: Pre-retirees and retirees seeking capital preservation, individuals with multiple retirement accounts needing consolidation, conservative investors prioritizing safety over maximum gains
Service area: Houston, Texas and surrounding areas
Principal Protection Focus: Specializes in protecting retirement accounts against market downturns using indexed strategies where clients earn gains when markets rise but suffer zero losses when markets fall.
Comprehensive Rollover Services: Handles 401(k) rollovers, IRA transfers, and consolidation of multiple retirement account types (457s, 403(b)s, annuities, pension lump sums) into a cohesive strategy.
Simplified Approach: Emphasizes straightforward, easy-to-understand retirement strategies with transparent fee structures and patient education so clients can explain their plans to family.
Address: 440 Louisiana St #900, Houston, TX 77002
Phone: (832) 730-3000
Website: petrusretirement.com
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