Ilan Cuellar, CFP®, PPC™, CPFA

(281) 815-4108 ext. 1011

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Understanding What Matters Most.

At Cuellar Financial Group, we understand the first step to any financial plan is taking inventory of what is most important in your life.  Ambitions, dreams and passions of yours and your loved ones play an integral role in customizing a plan that puts your needs first.

Once your unique needs are discussed, we help take the mystery out of planning, allowing you to confidently focus on what matters most in your life.  After all, life can be challenging enough without the complexity of today's ever-changing financial environment.  Make sure you choose an experienced advisor who puts your interests first, an advisor you can trust to execute a plan that will positively affect those dearest to you.

We hope you find our website very informative, and we welcome any questions you may have for yourself, or any loved ones.  We look forward to working with you.

Helpful Content

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Life Insurance Myths: Debunked

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

 

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

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The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

College Savings

See how much you may need to save now to cover future college costs for your child.

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How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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