Tom Stephens- Financial Advisor

Tom Stephens- Financial Advisor

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Smart Capital Management is a Houston based holistic retirement planning firm. Let Us Help Guide You In The Right Direction.

We work with Retirees & those nearing retirement learn how to maximize their income & assets. I bring a unique perspective to Wealth Management, based upon 30+ years as a banker, successful entrepreneur, retired executive, widower, and now an active wealth manager. For those still working, I help you Manage and Protect your 401k to help Maximize Returns and Minimize Downside Risk. This does not re

Avoid Recession Panic & Weather the Fallout with These Strategies 07/29/2020

Concerned about the Recession - here are some strategies to help you Survive and even Thrive!

Avoid Recession Panic & Weather the Fallout with These Strategies If you know what to do during a recession, you can avoid common & costly mistakes.

FREE Medicare Guide: No More Confusion! 05/11/2020

FREE Medicare Guide: No More Confusion! Find out how you could save thousands (especially if you're already enrolled!)

Take the Overwhelm Out of Medicare 05/04/2020

Take the Overwhelm Out of Medicare Simple 3-step guide: how to choose or change to the right plan and save.

Don't get caught unprepared by volatile markets 04/27/2020

Don't get caught unprepared by volatile markets My team created this FREE tool. Download it here.

This Simple 3-Step Medicare Guide Could Save You Thousands 04/27/2020

This Simple 3-Step Medicare Guide Could Save You Thousands Download our free Medicare flowchart.

Don't be afraid of market volatility…(FREE TOOL) 04/20/2020

Don't be afraid of market volatility…(FREE TOOL) Market volatility is here. Take action with my free flowchart.

Download This Simple 3-Step Medicare Guide 04/20/2020

Download This Simple 3-Step Medicare Guide Easily find out when, why, and how to choose a Medicare plan inside this free guide

I have a FREE market volatility tool for you. 04/13/2020

I have a FREE market volatility tool for you. Markets are volatile — but you don't have to be caught by surprise.

COVID Crisis Week 2 (click to see full article)… 04/08/2020

COVID Crisis Week 2 (click to see full article)… “The toilet paper had armed guards.” “We celebrated my birthday with a dinner party over Zoom.

COVID Crisis Email Week 2 04/07/2020

COVID Crisis Email Week 2 “The toilet paper had armed guards.” “We celebrated my birthday with a dinner party over Zoom.

Investments Face Volatility. Are You Ready? 04/06/2020

Investments Face Volatility. Are You Ready? Use this simple flowchart to determine what steps you might want to take next.

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7500 San Felipe Street , Suite 600
Houston, TX
77063