Committed to Excellence
Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often.

Financial Advisor, Mark Cangelose is the Bryan/College Station & Houston SmartVestor Professional. Get Started Today!
Newsletters
-
Test Your Knowledge of Estate Planning
Taking this quiz may help increase understanding of estate planning.
-
Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
-
What Can You Learn from Your Tax Return?
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
-
A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Calculators
-
Car Affordability
How much can you afford to pay for a car?
-
Savings Accumulation
Estimate the future value of your current savings.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.