Our Services

Our Servicesadmin2024-12-06T09:07:07+00:00

Our Services

As a medical professional, your career demands your full attention. Let us handle the complexities of financial planning and retirement. Our dedicated team of experts specializes in crafting tailored strategies to help you secure your financial future. From investment planning and wealth management to estate planning and retirement income strategies, we’re here to guide you every step of the way.

Investment Products

Stocks, Bonds
Business Development Companies
Real Estate Investment Trusts
Mutual Funds
Unit Investment Trusts
Exchange Traded Funds Separately Managed Accounts
Money Market Accounts with Check Writing & Debit Cards

Insurance Planning

Long Term Care Insurance
Disability Income Insurance
Life Insurance
Fixed and Variable Annuities
Group Benefits

Planning Services

Investment Portfolio Design & Management
Portfolio Analysis
Retirement Planning
IRAs
401(k)’s
403(b)s
College Savings Planning
Estate Planning
Business Planning

5701 Woodway Dr., Suite 330
Houston, TX 77057

Phone: 713-552-0505
Fax: 713-622-0493
[email protected]

Securities offered through Independent Financial Group, LLC – member FINRA/SIPC and Investment Advisory Services offered through Independent Financial Group, LLC a SEC Registered Investment Advisor. James E Bashaw & CO may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. This site and the content herein are subject to certain Legal Notices. Please see “Legal and Privacy”

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JAMES E. BASHAW & CO. and IFG are unaffiliated entities.

The material provided in any research report distributed via this website, email, Instant Messaging or other electronic communication, is offered as a courtesy only and has been obtained from third party providers. Independent Financial Group, LLC (“IFG”) has been advised by such providers that they believe such information to be reliable, but neither such providers nor IFG make any guarantee and hereby expressly disclaim any responsibilities for accuracy or completeness. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

The recipient of this information is particularly advised to review the disclaimer stated by the research provider in any such report. Independent Financial Group, LLC, a registered U.S. broker-dealer, did not participate in the preparation of this research report and as such cannot and does not guarantee the adequacy, accuracy, or completeness of any such information, or the suitability or the profitably of any particular investment. This publication does not consider the specific investment objectives of a specific person or entity.

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Licensed to sell securities in the following states: Texas, Georgia, Tennessee, South Carolina, DC, Louisiana, Colorado, Maryland, Flordia, Illinois, and Pennslyvania