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Wealth Creation Concepts

Wealth Creation Concepts

(281) 481-0872
[email protected]

Mallie Daniel has been in the financial services industry for 40 years. His practice encompasses a variety of money-saving functions, as well as designing plans for pre-retirees, retirees, and business owners to minimize taxes. He also creates tax advantaged income strategies for his clients, their children, and their grandchildren. Mallie conducts a variety of financial education programs for churches, civic organizations, and businesses in the Houston community. Many of these programs are lunch and learn events. He also hosted a live radio talk show in Houston called “On the Money”. Mallie is a graduate of Lamar University in Beaumont. He and his wife Linda live in Pearland and have been married for 50 years. The family is complete with four grown children and nine grandchildren.

The company offers full service financial, estate, retirement, and income planning. As an independent, we do not work for any securities firm, brokerage house, insurance company or agency. As problem solvers and implementers, our responsibilities require that we act in our client’s best interest at all times. Our complex planning process centers around our client’s needs, wants, dreams, goals, lifestyle, legacy and independence. We focus on tax reduction, preservation of assets, a lifetime income stream, safety and leaving a legacy. When appropriate, we discuss tax-free income concepts.

Our firm is associated on a national level with several financial organizations that provide a wealth of research, support, and implementation techniques, just a phone call or fingertip away. Mallie says that there is no financial challenge that is too small or too large for his firm to handle.