Robert Furman

Robert Furman

Financial Representative
Investment Specialist

New England Financial - Houston
3700 West Sam Houston Parkway South, Ste. 410
Houston, TX 77042

Phone: (713)963-4122
Fax: (713)963-1420
E-mail:


BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial independence. I have the skills, knowledge and experience required to help meet my client’s established goals. Our financial competencies include strategies in Asset Allocation, Retirement Analysis, Business Needs, Estate Conservation, Philanthropic Gift and Executive Benefit Strategies.  My personal goal is to become a lifetime resource for each and every client.

 

  


PRODUCTS AND SERVICES


  Investment Strategies*

  Retirement Funding

  Managed Accounts

  Asset Allocation Strategies

  Access to Institutional Money Managers

  Mutual Funds

  Education Funding Strategies*

  Business Continuation Strategies

  Business Overhead Insurance

  Disability Buy-Out Strategies

  IRA Consolidation / Rollovers

   •  401(k)

  Tax Sheltered Annuities, 403(b) Plans

  Pension Transfers / Rollovers

  Long Term Care Insurance


QUALIFICATIONS


  33 years experience in financial services industry

  Registered Representative and Investment Adviser Representative, New England Securities Corp.

  Licenses:  Series 7, 9, 10, 24, 63 & 65

  Investment Specialist, New England Securities Corp.


PERSONAL


  31 year resident of Houston, Texas

  Married to Wife, Lynn; 2 adult children:  Candice and Jennifer;   2 Grand-Children:  Travis, Tripp

  Hobbies: Flying, jogging, restoring antique autos

  Successfully completed several Houston and New York Marathons

 
ORGANIZATIONS


  Member, First Baptist Church, Katy, Texas

  Member, Civil Air Patrol