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

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

 

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

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My Retirement Savings

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

How Compound Interest Works

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

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

The Power of 401k Catch-Ups

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

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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