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Investment Management through Advisor Managed Accounts
Wealth Management through comprehensive financial planning.
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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor.
The LPL Financial Registered Representatives associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Pearland, TX; Houston, TX and surrounding areas
Retirement Planning
Retirement planning is the planning one does to be prepared for life after paid work ends. We believe it is the leased focused on but the most important aspect of life. Retirement planning is the individual planning necessary in seeking to provide the stream of income needed through the use of investments and life insurance.
PRACTICE
AREAS
401K Rollover Services
If you're not at your last job why is your 401K? As you advance in your career or transfer to another company, make sure your retirement planning stay on track. A 401K rollover is an option that allows you to consolidate your 401K and retirement planning in a brokerage IRA. Other options include cashing it out, leaving it, or rollover to other 401k.
Life Insurance
Protecting your loved ones by insuring they are able to cover final expenses, have time to grieve, and be able to carry on.
Long Term Care(LTC) Insurance is needed when you or a loved one is not able to preform activities of daily living. LTC allows you to maintain your dignity by providing the option of hiring skilled help or a loved one to assist.
Annuities are a great planning tool and by design can help you work toward your many goals. They can provide lifetime income with a pension like feel. Annuities are long term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxed as ordinary income upon withdrawal. Ref. Annuity Note #1.
College Planning
Saving for college needs to occur well before young scholars are poised to embrace higher education. College planning in advance helps to eliminate some of the stress when it's time for that next step.
Life Insurance- Annuity Note #1
Gains from tax-deferred investments are taxed as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to 59.5 are subject to a 10% penalty tax and surrender charges may apply.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor.
The LPL Financial Registered Representatives associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Pearland, TX; Houston, TX and surrounding areas
OUR VISION
The vision at Duhon Wealth Management (DWM) is to empower you to take control of your financial future. Working with you one on one, we will determine the most appropriate financial strategy to help you pursue your goals. By offering a wide range of financial products and services, we help individuals with their goals to and through retirement. DWM is built on the foundations of highly personalized service, tailored financial solutions, compassion and trust. Duhon Wealth Management wants to be your one stop shop in helping you seek to building and preserving your wealth by providing financial coaching, retirement planning, 401k rollover services, life insurance coverage(for you and your loved ones), and other insurance. We provide clarity during your financial journey.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor.
The LPL Financial Registered Representatives associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Pearland, TX; Houston, TX and surrounding areas
BIO
Trina Duhon, AAMS
LPL Wealth Advisor
I am a native of Gulfport, MS and a graduate from the University of Southern Mississippi with a Bachelor's of Science in Business Administration. I also a graduate of the College for Financial Planning as a Accredited Asset Management Specialist (AAMS) and hold my General Industry Product Exam Series 7, State Securities Law Exam Series 65 and 63 registration with LPL Financial as well as my Life/Health Insurance license.
As a LPL Wealth Advisor and Financial Coach, my clients benefit from my over 20 years of experience in the banking and investment industry. In 2014 I formed Duhon Wealth Management in Lake Charles, La then later expanded the business to the Houston, Texas area. As a Financial Coaching, I mentoring those who have financial challenges they would like to resolve in the areas of debt elimination, budgeting, and financial goal setting. As a Wealth Advisor, I assist my clients in matter of financial planning which includes retirement planning, income or pension distribution, education savings, in which I use investment products such as insurance, stocks, mutual funds, or annuities to reach financial goals
I live in the Houston, Texas area and have one teenage son. I am a member of Windsor Village UMC and enjoys traveling, fishing, and game nights with family and friends.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor.
The LPL Financial Registered Representatives associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Pearland, TX; Houston, TX and surrounding areas
CONTACT
DUHON WEALTH MANAGEMENT
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor.
The LPL Financial Registered Representatives associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Pearland, TX; Houston, TX and surrounding areas