Post Oak Capital Advisors

MaxOut Savings Advisors, based in Houston, TX, offers a conservative value-based investment strategy focused on managing retirement funds and minimizing risk for clients. With over twenty-five years of experience, the firm provides individually tailored financial advice without the influence of commissions or product sales. Founded by Ted Geoca in 2006, MaxOut Savings Advisors specializes in direct investment in stocks and bonds, including the management of 401(k) rollovers, trusts, and IRAs. The firm emphasizes a disciplined approach to investing, allowing clients to enjoy their retirement while their portfolios are actively managed for growth and safety. Generated from the website

Our firm is independent, which means that we are not beholden to any company's goals or relationships which could color our recommendations to you. We are a fiduciary advisor, which means we put your interests ahead of our own. We carefully help you identify what is meaningful to you, analyzing your full financial picture to tie your money to your life and how you want to live it.

Lehrer Financial & Economic, based in Houston, TX, has been a trusted partner for over three decades, providing clients with precise and detailed economic and financial analysis. Specializing in a range of services including valuation, litigation support, and market studies, the firm is known for delivering reliable insights that give clients a competitive edge. With expertise spanning across various industries such as real estate, banking, and corporate finance, Lehrer Financial guarantees a high-quality work product and the ability to defend their analyses effectively. Their comprehensive services include fairness opinions, forensic economic damages assessments, and due diligence analysis, making them a go-to consultant for a diverse clientele. Generated from the website