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

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Assess Your Life Insurance Needs

Assess Your Life Insurance Needs

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

 

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

How Stocks Work

Understanding how a stock works is key to understanding your investments.

View all articles arrow

My Retirement Savings

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

How Long Will My Savings Last If I Become Disabled?

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

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

How Long Will Your Money Last?

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

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

View all calculators arrow

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

View all videos arrow