Ilan Cuellar, CFP®, PPC™, CPFA

(281) 815-4108 ext. 1011

Agent Photo

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.

 

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

View all articles arrow

How Long Will My Savings Last If I Become Disabled?

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

What Is My Net Worth?

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

My Retirement Savings

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

The Power of 401k Catch-Ups

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

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

View all calculators arrow

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Finding the Balance

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

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

View all videos arrow