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4415 Denmere Court
Kingwood, TX 77345

McCoy Wealth Management

281-608-7485

 
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Customized Financial Strategies To Help Plan For Your Future

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time and knowledge to build and manage one that can grow with you over the years as your financial situation, needs, and objectives change. But without a up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.

I am Ken McCoy of McCoy Wealth Management. I am an independent financial advisor dedicated to assisting clients with their long-term investment needs. With more than 30 years of experience, I offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. I provide comprehensive wealth management, but specialize in helping families and small businesses plan for transitions such as education planning and retirement. My utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

 

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

How Stocks Work

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

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Building Your Legacy

A four-step framework for building a personal legacy.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Facts About Income Tax

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

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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